# Forcht Group, INC 401(k) Plan
Source: https://planprovider.pro/companies/forcht-group-inc-401k-plan

> Forcht Group, INC's 401(k) plan: 1,623 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Forcht Group, INC

- **Sponsor EIN:** 452579770

- **Sponsor Address:** 2709 OLD ROSEBUD RD, LEXINGTON, KY, 405098559

- **Plan Type:** 401(k)

- **Total Participants:** 1,623

- **Total Assets:** $55.0M

## 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|1,623|$55.0M|$1.4M|$2.5M|

| 2023|1,355|$48.6M|$1.4M|$2.4M|

| 2022|1,437|$41.3M|$1.4M|$2.4M|

## 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|

| CHERRY BEKAERT ADVISORY LLC|Auditor|$18,375|—|$18,375|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,375

- **Estimated Expense Ratio:** 0.033% 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|$155,752|$40,000|—|$18,375|—|

| 2023|$140,669|$40,000|—|$15,488|—|

| 2022|$159,930|—|$159,930|—|—|

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