# Forrester Construction Company 401(k) Plan
Source: https://planprovider.pro/companies/forrester-construction-company-401k-plan

> Forrester Construction Company's 401(k) plan: 52 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Forrester Construction Company

- **Sponsor EIN:** 521587647

- **Sponsor Address:** 12231 PARKLAWN DRIVE, ROCKVILLE, MD, 20852

- **Plan Type:** 401(k)

- **Total Participants:** 52

- **Total Assets:** $20.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|52|$20.1M|$141,309|$594,465|

| 2023|70|$24.4M|$303,410|$852,984|

| 2022|85|$23.7M|$310,876|$870,868|

## 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|

| CORNERSTONE ADVISORS ASSET MANAGEME|INVESTMENT/FINANCIAL ADVI|$11,704|—|$11,704|

| ADP, INC.|RECORD KEEPER|$7,116|—|$7,116|

| FAW CASSON & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CORNERSTONE ADVISORS ASSET MANAGEME](https://planprovider.pro/provider/cornerstone-management-inc) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [FAW CASSON & CO. LLP](https://planprovider.pro/provider/faw-casson-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,820

- **Estimated Expense Ratio:** 0.093% of plan assets

### 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|$70,137|—|—|—|—|

| 2023|$67,492|—|$67,492|—|—|

| 2022|$78,854|—|—|—|$78,854|

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