# Ellwood City Forge 401(k) Plan
Source: https://planprovider.pro/companies/ellwood-city-forge-401k-plan

> Ellwood City Forge's 401(k) plan: 1,327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| T. ROWE PRICE RPS, INC.|NONE|$150,304|—|$150,304|

| CAPFINANCIAL PARTNERS LLC|NONE|$17,257|—|$17,257|

| 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](https://planprovider.pro/provider/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:** $167,561

- **Estimated Expense Ratio:** 0.054% 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|$167,561|$17,257|$47,913|—|—|

| 2023|$202,403|$23,039|$42,131|—|—|

| 2022|$195,006|$23,026|$171,980|—|—|

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