# Ameriforge Group, INC. Dba Afglobal Corporation 401(k) Plan
Source: https://planprovider.pro/companies/ameriforge-group-inc-dba-afglobal-corporation-401k-plan

> Ameriforge Group, INC. Dba Afglobal Corporation's 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ameriforge Group, INC. Dba Afglobal Corporation

- **Sponsor EIN:** 760607053

- **Sponsor Address:** 13770 INDUSTRIAL ROAD, HOUSTON, TX, 77015

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

- **Total Participants:** 327

- **Total Assets:** $22.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|327|$22.2M|$471,084|$1.4M|

| 2023|382|$22.2M|$541,776|$1.6M|

| 2022|560|$27.6M|$771,637|$2.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$48,307|—|$48,307|

| GALLAGHER BENEFIT SERVICES, INC.|CONSULTANT|$26,250|—|$26,250|

| HAM, LANGSTON & BREZINA, LLP|ACCOUNTANT/AUDITOR|$11,440|—|$11,440|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,884|—|$9,884|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GALLAGHER BENEFIT SERVICES, INC.](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — CONSULTANT

- [HAM, LANGSTON & BREZINA, LLP](https://planprovider.pro/provider/ham-langston-and-brezina-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $95,881

- **Estimated Expense Ratio:** 0.432% 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|$95,881|$9,884|—|$11,440|—|

| 2023|$75,361|$10,257|$300|—|—|

| 2022|$91,308|$8,127|—|—|—|

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