Plan Snapshot
- Plan Sponsor: Forefront Management, LLC
- Sponsor EIN: 465418348
- Sponsor Address: 801 YORK STREET, MANITOWOC, WI, 54220
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 3,361 | $217.2M | $16.7M | $13.7M |
| 2023 | 2,887 | $175.1M | $13.8M | $12.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $386,076 | — | $386,076 |
| BLUE CHIP RETIREMENT PLANS, INC. | CONTRACT ADMIN | $199,649 | — | $199,649 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $99,332 | — | $99,332 |
| EMPOWER ADVISORY GROUP LLC | INVESTMENT MGMT | $63,540 | — | $63,540 |
| HAWKINS ASH CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- HAWKINS ASH CPA'S — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $748,597
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $40,162 | $21,065 | $6,234 | — | — |
| 2024 | $847,511 | $184,392 | $226,029 | — | — |
| 2023 | $462,064 | $151,405 | $132,630 | — | — |