Forbo Siegling 401(k) match, vesting and fees
What Forbo Siegling's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (qualified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Forbo Siegling: employer contribution per participant | $856 | |
| Peer median | $1,847 |
| Forbo Siegling: average balance | $95,867 | |
| Peer median | $65,512 |
| Forbo Siegling: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $30.9M at the end of plan year 2021 to $26.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 405 | $26.1M | $233K | $856 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 426 | $27.2M | $247K | $852 | 0.34% | Not published | Form 5500 ↗ |
| 2022 | 461 | $24.9M | $273K | $898 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 422 | $30.9M | $259K | $858 | 0.41% | Not published | Form 5500 ↗ |
Other Forbo Siegling plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Forbo Siegling, LLC Retirement Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Forbo Siegling match 401(k) contributions?
The match terms for the Forbo Siegling, LLC 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $233K in employer contributions, about $856 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Forbo Siegling 401(k) match vested?
The vesting schedule for the Forbo Siegling, LLC 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Forbo Siegling 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Forbo Siegling, Llc..
I left Forbo Siegling. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Forbo Siegling, Llc., (704) 948-3319) or the recordkeeper, Principal Life Insurance Company. The Forbo Siegling old 401(k) page lists the contacts from every plan filing. Find an old Forbo Siegling 401(k)
Data from the public Form 5500 annual reports Forbo Siegling filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Forbo Siegling. Not financial advice. Report a correction · Methodology