Plan Snapshot
- Plan Sponsor: Churchill Forge, INC.
- Sponsor EIN: 042945628
- Sponsor Address: 129 NEWBURY, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 281
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 281 | $11.8M | $178,370 | $685,118 |
| 2023 | 218 | $10.3M | $175,775 | $643,942 |
| 2022 | 208 | $8.5M | $140,794 | $613,792 |
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 | $5,040 | — | $5,040 |
| FREDERICK A CIAMPA, CPA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,040
- Estimated Expense Ratio: 0.043% 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 | $5,040 | — | — | — | — |
| 2023 | $5,561 | — | — | — | — |
| 2022 | $5,450 | — | — | — | — |