# Forest Properties Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/forest-properties-co-inc-401k-plan

> Forest Properties Co., INC.'s 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|—|

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