Plan Snapshot
- Plan Sponsor: Forbo Siegling, LLC.
- Sponsor EIN: 800005748
- Sponsor Address: 12201 VANSTORY ROAD, HUNTERSVILLE, NC, 28078
- Plan Type: 401(k)
- Total Participants: 345
- Total Assets: $26.1M
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 | 345 | $26.1M | $232,948 | $1.4M |
| 2023 | 359 | $27.2M | $247,169 | $1.3M |
| 2022 | 399 | $24.9M | $273,021 | $1.4M |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $94,496 | — | $94,496 | — | — |
| 2023 | $89,980 | — | $89,980 | — | — |
| 2022 | $87,799 | — | $87,799 | — | — |