Civic Intelligence

Foreside Management Company

Plan context: Foreside Management Retirement Plan

EIN 47-2713926 • Mission Viejo, CA • 19 filings • 4 plans

26023 Acero, Suite 100Mission Viejo, CA 92691
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$479,400

2025 Contributions

$1,325,517

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,723,238$1,361,619$0201520202025YearValue
$479,400Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

47240201520202025YearValue
2Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202512$479,400$0-
Foreside Management Retirement Plan-2$479,400--
2024347$2,723,238$1,325,517$28,202iApproximate average salary by contribution assumption: employee only about $705,062 at 4% or $470,041 at 6%; with 50% employer match about $470,041 at 4% or $313,361 at 6%; with 100% employer match about $352,531 at 4% or $235,021 at 6%.
FORESIDE MANAGEMENT COMPANY 401(K) PLAN-47$1,420,823$482,068$10,257iApproximate average salary by contribution assumption: employee only about $256,419 at 4% or $170,946 at 6%; with 50% employer match about $170,946 at 4% or $113,964 at 6%; with 100% employer match about $128,210 at 4% or $85,473 at 6%.
FORESIDE MANAGEMENT COMPANY CASH BALANCE PLAN-34$823,015$843,449$24,807iApproximate average salary by contribution assumption: employee only about $620,183 at 4% or $413,455 at 6%; with 50% employer match about $413,455 at 4% or $275,637 at 6%; with 100% employer match about $310,092 at 4% or $206,728 at 6%.
Foreside Management Retirement Plan-2$479,400--
2023221$1,263,709$226,111$10,767iApproximate average salary by contribution assumption: employee only about $269,180 at 4% or $179,453 at 6%; with 50% employer match about $179,453 at 4% or $119,635 at 6%; with 100% employer match about $134,590 at 4% or $89,727 at 6%.
FORESIDE MANAGEMENT COMPANY 401K PLAN-21$784,309$226,111$10,767iApproximate average salary by contribution assumption: employee only about $269,180 at 4% or $179,453 at 6%; with 50% employer match about $179,453 at 4% or $119,635 at 6%; with 100% employer match about $134,590 at 4% or $89,727 at 6%.
Foreside Management Retirement Plan-2$479,400--
2022221$934,664$154,372$7,351iApproximate average salary by contribution assumption: employee only about $183,776 at 4% or $122,517 at 6%; with 50% employer match about $122,517 at 4% or $81,678 at 6%; with 100% employer match about $91,888 at 4% or $61,259 at 6%.
Foreside Management Retirement Plan-2$479,400--
FORESIDE MANAGEMENT COMPANY 401(K) PLAN-21$455,264$154,372$7,351iApproximate average salary by contribution assumption: employee only about $183,776 at 4% or $122,517 at 6%; with 50% employer match about $122,517 at 4% or $81,678 at 6%; with 100% employer match about $91,888 at 4% or $61,259 at 6%.
2021220$887,428$141,686$7,084iApproximate average salary by contribution assumption: employee only about $177,108 at 4% or $118,072 at 6%; with 50% employer match about $118,072 at 4% or $78,714 at 6%; with 100% employer match about $88,554 at 4% or $59,036 at 6%.
Foreside Management Retirement Plan-2$479,400--
FORESIDE MANAGEMENT COMPANY 401(K) PLAN-20$408,028$141,686$7,084iApproximate average salary by contribution assumption: employee only about $177,108 at 4% or $118,072 at 6%; with 50% employer match about $118,072 at 4% or $78,714 at 6%; with 100% employer match about $88,554 at 4% or $59,036 at 6%.
2020215$707,487$115,068$7,671iApproximate average salary by contribution assumption: employee only about $191,780 at 4% or $127,853 at 6%; with 50% employer match about $127,853 at 4% or $85,236 at 6%; with 100% employer match about $95,890 at 4% or $63,927 at 6%.
Foreside Management Retirement Plan-2$479,400--
FORESIDE MANAGEMENT COMPANY 401(K) PLAN-15$228,087$115,068$7,671iApproximate average salary by contribution assumption: employee only about $191,780 at 4% or $127,853 at 6%; with 50% employer match about $127,853 at 4% or $85,236 at 6%; with 100% employer match about $95,890 at 4% or $63,927 at 6%.
201926$562,535$37,290$6,215iApproximate average salary by contribution assumption: employee only about $155,375 at 4% or $103,583 at 6%; with 50% employer match about $103,583 at 4% or $69,056 at 6%; with 100% employer match about $77,688 at 4% or $51,792 at 6%.
Foreside Management Retirement Plan-2$479,400--
FORESIDE MANAGEMENT COMPANY 401(K) PLAN-6$83,135$37,290$6,215iApproximate average salary by contribution assumption: employee only about $155,375 at 4% or $103,583 at 6%; with 50% employer match about $103,583 at 4% or $69,056 at 6%; with 100% employer match about $77,688 at 4% or $51,792 at 6%.
201828$529,796$38,997$4,875iApproximate average salary by contribution assumption: employee only about $121,866 at 4% or $81,244 at 6%; with 50% employer match about $81,244 at 4% or $54,163 at 6%; with 100% employer match about $60,933 at 4% or $40,622 at 6%.
Foreside Management Retirement Plan-2$479,400--
FORESIDE MANAGEMENT COMPANY 401(K) PLAN-8$50,396$38,997$4,875iApproximate average salary by contribution assumption: employee only about $121,866 at 4% or $81,244 at 6%; with 50% employer match about $81,244 at 4% or $54,163 at 6%; with 100% employer match about $60,933 at 4% or $40,622 at 6%.
201712$479,400$0-
Foreside Management Retirement Plan-2$479,400--
201612$311,686$0-
Foreside Management Retirement Plan-2$311,686--
201512$300,301$260,507$130,254iApproximate average salary by contribution assumption: employee only about $3,256,338 at 4% or $2,170,892 at 6%; with 50% employer match about $2,170,892 at 4% or $1,447,261 at 6%; with 100% employer match about $1,628,169 at 4% or $1,085,446 at 6%.
Foreside Management Retirement Plan-2$300,301$260,507$130,254iApproximate average salary by contribution assumption: employee only about $3,256,338 at 4% or $2,170,892 at 6%; with 50% employer match about $2,170,892 at 4% or $1,447,261 at 6%; with 100% employer match about $1,628,169 at 4% or $1,085,446 at 6%.