How big is Forefront Dermatology, S.C.'s plan?

Forefront Dermatology, S.C.'s plan reported $131.2M in assets and 2,516 participants for 2022.

Original filing (PDF)20231016093142NAL0025232915001

Forefront Dermatology, S.C.

Name: Forefront Dermatology, S.C. — Forefront Dermatology, Form 5500 (2022)
Creator: Forefront Dermatology, S.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Forefront Dermatology 401(k) Plan

401(k) retirement plan · Forefront Dermatology, S.C.'s Forefront Dermatology 401(k) Plan held $131.2M in plan assets for 2,516 participants in 2022, with Empower as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

2,516

Accounts w/ balance

3,362

Plan assets (EOY)

$131.2M

Net assets (EOY)

$131.2M

Plan identifiers

Forefront Dermatology, S.C.'s EIN is 39-1351587.

EIN 39-1351587

Plan number 002

Plan year 2022

ACK ID 20231016093142NAL0025232915001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Forefront Dermatology, S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Forefront Dermatology, S.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Plan sponsor

Name

FOREFRONT DERMATOLOGY, S.C.

EIN

all filings

Address

801 YORK STREET · MANITOWOC, WI · 54220

Phone

(920) 683-5278

Industry

Outpatient Care Centers· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$153K	—
EMPOWER ADVISORY GROUP LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$42K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

28 direct securities · 1 pooled fund· $125.3M(95% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$84.7M

16 holdings

Mutual Funds

$17.0M

7 holdings

Common Collective Trusts

$16.2M

2 holdings

Common Collective Trust

$3.5M

1 holding

Self-Directed Brokerage

$3.0M

2 holdings

Bonds / Notes

$871K

1 holding

					% of plan
Blackrock Lifepath Index 2045 K Mutual Fund N/A	Other securities	—	—	$13.3M	10.1%
Vanguard 500 Index Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$12.7M	9.7%
Blackrock Lifepath Index 2040 K Mutual Fund N/A	Other securities	—	—	$12.7M	9.7%
Blackrock Lifepath Index 2035 K Mutual Fund N/A	Other securities	—	—	$10.4M	8.0%
Blackrock Lifepath Index 2050 K Mutual Fund N/A	Other securities	—	—	$8.4M	6.4%
Blackrock Lifepath Index 2025 K Mutual Fund N/A	Other securities	—	—	$8.1M	6.1%
Blackrock Lifepath Index 2030 K Mutual Fund N/A	Other securities	—	—	$7.4M	5.6%
Blackrock Lifepath Index 2055 K Mutual Fund N/A	Other securities	—	—	$5.9M	4.5%
Metropolitan West Total Return Bond Plan Mutual Fund N/A	Other securities	—	—	$4.5M	3.4%
Vanguard Total Intl Stock Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$3.7M	2.9%
Vanguard Small Cap Index Adm Mutual Fund N/A	Mutual Funds	—	—	$3.7M	2.8%
PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$3.5M	2.7%
Vanguard Mid Cap Index Fund - Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$3.5M	2.6%
JPMorgan Growth Advantage R6 Mutual Fund N/A	Other securities	—	—	$3.1M	2.4%
MFS INTL Diversification R6 Mutual Fund N/A	Mutual Funds	—	—	$2.9M	2.2%
American Century Mid Cap Value R6 Mutual Fund N/A	Other securities	—	—	$2.8M	2.1%
Blackrock Lifepath Index Retirement K Mutual Fund N/A	Other securities	—	—	$2.8M	2.1%
Vanguard Reit Index Adm Mutual Fund N/A	Mutual Funds	—	—	$2.6M	2.0%
TD Ameritrade SDB Self Directed Brokerage Account N/A	Self-Directed Brokerage	—	—	$2.5M	1.9%
Blackrock Lifepath Index 2060 K Mutual Fund N/A	Other securities	—	—	$2.3M	1.7%
DFA US Large Cap Value I Mutual Fund N/A	Mutual Funds	—	—	$2.0M	1.5%
American Funds New World R6 Mutual Fund N/A	Mutual Funds	—	—	$1.1M	0.9%
Carillon Eagle Mid Cap Growth R6 Mutual Fund N/A	Other securities	—	—	$1.1M	0.8%
Loomis Sayles Strategic Income N Mutual Fund N/A	Other securities	—	—	$1.0M	0.8%
Janus Henderson Triton N Mutual Fund N/A	Mutual Funds	—	—	$934K	0.7%
Participant Notes Receivable Interest rates of 4.25 to 7.25% -	Bonds / Notes	—	—	$871K	0.7%
Victory Integrity Small-Cap Value R6 Mutual Fund N/A	Other securities	—	—	$622K	0.5%
TD Ameritrade SDB Roth Self Directed Brokerage Account N/A	Self-Directed Brokerage	—	—	$545K	0.4%
Blackrock Lifepath Index 2065 K Mutual Fund N/A	Other securities	—	—	$430K	0.3%