Plan Snapshot
- Plan Sponsor: Forest Properties Co., INC.
- Sponsor EIN: 043024481
- Sponsor Address: 625 MOUNT AUBURN STREET, SUITE 210, CAMBRIDGE, MA, 02138
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 158 | $8.8M | $320,882 | $481,474 |
| 2023 | 105 | $7.4M | $281,039 | $404,645 |
| 2022 | 107 | $6.1M | $259,230 | $381,905 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $6,219 | $1,282 | — | — | — |
| 2023 | $4,786 | $466 | — | — | — |
| 2022 | $4,700 | — | — | — | — |