401k Record

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Foresight Financial Group 401(k)

Recordkeeping fees per participant · Foresight Financial Group, Inc. Employee Savings and Profit Sharing Plan · plan year 2024

$86.20

Higher than 51% of the 14,075 plans $10 to 50M that report it.

Source

= $26,206 / 304
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260407122159NAL0011508594001, received 2026-04-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260407122159NAL0011508594001, received 2026-04-07

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-04-07.

Cost and contributions

Administrative expenses excluding investment management, per participant

$135.87

10th: $15.36median $118.8890th: $340.63

Higher than 56% of the 24,371 plans $10 to 50M that report it.

Source

= $41,303 / 304
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260407122159NAL0011508594001, received 2026-04-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260407122159NAL0011508594001, received 2026-04-07

Administrative expenses per participant

$591.32

10th: $26.86median $197.2590th: $456.10

Higher than 96% of the 25,098 plans $10 to 50M that report it.

Source

= $179,760 / 304
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260407122159NAL0011508594001, received 2026-04-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260407122159NAL0011508594001, received 2026-04-07

Administrative expenses as a share of assets

0.488%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 81% of the 25,132 plans $10 to 50M that report it.

Source

= $179,760 / $36,858,656
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260407122159NAL0011508594001, received 2026-04-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260407122159NAL0011508594001, received 2026-04-07

Employer contributions per participant

$2,076

10th: $664median $2,07490th: $4,751

Higher than 50% of the 24,050 plans $10 to 50M that report it.

Source

= $631,190 / 304
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260407122159NAL0011508594001, received 2026-04-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260407122159NAL0011508594001, received 2026-04-07

Employer share of total contributions

25.5%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 42% of the 24,084 plans $10 to 50M that report it.

Source

= $631,190 / $2,476,510
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260407122159NAL0011508594001, received 2026-04-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260407122159NAL0011508594001, received 2026-04-07

Plan terms, as stated in Foresight Financial Group, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260407122159NAL0011508594001, received 2026-04-07

Full record, Foresight Financial Group, Inc. Employee Savings and Profit Sharing Plan

FieldValueSource
Plan sponsorFORESIGHT FINANCIAL GROUP, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260407122159NAL0011508594001, received 2026-04-07
Plan nameFORESIGHT FINANCIAL GROUP, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20260407122159NAL0011508594001, received 2026-04-07
Sponsor EIN / plan number36-3371610 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260407122159NAL0011508594001, received 2026-04-07
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260407122159NAL0011508594001, received 2026-04-07
Sponsor locationROCKFORD, ILForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260407122159NAL0011508594001, received 2026-04-07
Industry (business code)522110, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20260407122159NAL0011508594001, received 2026-04-07
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260407122159NAL0011508594001, received 2026-04-07
Filing received2026-04-07Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260407122159NAL0011508594001, received 2026-04-07
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260407122159NAL0011508594001, received 2026-04-07
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20260407122159NAL0011508594001, received 2026-04-07
Participants, beginning of year319Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260407122159NAL0011508594001, received 2026-04-07
Active participants227Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260407122159NAL0011508594001, received 2026-04-07
Participants, end of year317Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260407122159NAL0011508594001, received 2026-04-07
Participants with an account balance304Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260407122159NAL0011508594001, received 2026-04-07
Total assets, beginning of year$31,553,674Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260407122159NAL0011508594001, received 2026-04-07
Total assets, end of year$36,858,656Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260407122159NAL0011508594001, received 2026-04-07
Net assets, end of year$36,858,656Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260407122159NAL0011508594001, received 2026-04-07
Total income$6,584,847Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260407122159NAL0011508594001, received 2026-04-07
Net income$5,304,982Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260407122159NAL0011508594001, received 2026-04-07
Employer contributions$631,190Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260407122159NAL0011508594001, received 2026-04-07
Participant contributions$1,591,688Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260407122159NAL0011508594001, received 2026-04-07
Other contributions (incl. rollovers)$253,632Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260407122159NAL0011508594001, received 2026-04-07
Total contributions$2,476,510Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260407122159NAL0011508594001, received 2026-04-07
Benefit payments$1,100,105Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260407122159NAL0011508594001, received 2026-04-07
Total expenses (incl. benefit payments)$1,279,865Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260407122159NAL0011508594001, received 2026-04-07
Total administrative expenses$179,760Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260407122159NAL0011508594001, received 2026-04-07
Contract administrator fees$4,605Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260407122159NAL0011508594001, received 2026-04-07
Recordkeeping fees$26,206Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260407122159NAL0011508594001, received 2026-04-07
IQPA audit fees$10,492Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260407122159NAL0011508594001, received 2026-04-07
Investment advisory and management fees$138,457Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260407122159NAL0011508594001, received 2026-04-07
Administrative expenses excluding investment management$41,303derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260407122159NAL0011508594001, received 2026-04-07
Held in mutual funds$32,564,344Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260407122159NAL0011508594001, received 2026-04-07
Independent auditorBENNING GROUP, LLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260407122159NAL0011508594001, received 2026-04-07

Position = column in the DOL layout for form year 2024. Filing 20260407122159NAL0011508594001, received 2026-04-07.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
SAVANT CAPITAL MANAGEMENT, INCNONE 27 Investment advisory (plan) $138,457no
PCS RETIREMENT, LLCrecordkeeperCONTRACT ADMINISTRATOR 12 Claims processing; 13 Contract administrator; 15 Recordkeeping and information management; 16 Consulting (general); 17 Consulting (pension); 36 Copying and duplicating; 37 Participant loan processing; 38 Participant communication; 64 Recordkeeping fees $26,206yes
BENNING GROUP, LLCNONE 10 Accounting (including auditing) $10,493no
DWC ERISA CONSULTANTS, LLCNONE 17 Consulting (pension); 50 Direct payment from the plan $4,605no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260407122159NAL0011508594001, received 2026-04-07.

What changed since the 2023 plan year

Figure20232024Change
Total assets$31,553,674$36,858,65616.8%
Participants with a balance3003041.3%
Administrative expenses$187,566$179,760-4.2%
Recordkeeping fees per participant$27.08$86.20218.4%
Employer contributions$613,895$631,1902.8%

Prior filing 20240729115905NAL0018742209001, received 2024-07-29; the plan years are contiguous.

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Sponsor name as filed: FORESIGHT FINANCIAL GROUP, INC.; SEC registrant: FORESIGHT FINANCIAL GROUP INC (CIK 786298, matched by EIN).