Plan Snapshot
- Plan Sponsor: Ellwood City Forge
- Sponsor EIN: 250461810
- Sponsor Address: P.O. BOX 31, 600 COMMERCIAL AVENUE, ELLWOOD CITY, PA, 161172354
- Plan Type: 401(k)
- Total Participants: 1,327
- Total Assets: $310.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,327 | $310.6M | $8.6M | $10.2M |
| 2023 | 1,393 | $284.3M | $8.9M | $10.2M |
| 2022 | 1,387 | $241.0M | $7.9M | $9.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $167,561 | $17,257 | $47,913 | — | — |
| 2023 | $202,403 | $23,039 | $42,131 | — | — |
| 2022 | $195,006 | $23,026 | $171,980 | — | — |