Plan Snapshot
- Plan Sponsor: Forest River, INC.
- Sponsor EIN: 203284366
- Sponsor Address: P.O. BOX 3030, ELKHART, IN, 465153030
- Plan Type: 401(k)
- Total Participants: 22,247
- Total Assets: $127.2M
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 | 22,247 | $127.2M | $0 | $10.1M |
| 2023 | 11,867 | $111.7M | $0 | $9.1M |
| 2022 | 12,631 | $93.9M | $0 | $12.0M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $300,536 | $84,408 | — | — | — |
| 2023 | $286,221 | $72,404 | — | — | — |
| 2022 | $345,468 | $31,659 | — | — | — |