# Churchill Forge, INC. 401(k) Plan
Source: https://planprovider.pro/companies/churchill-forge-inc-401k-plan

> Churchill Forge, INC.'s 401(k) plan: 281 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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