Plan Snapshot
- Plan Sponsor: Forge Consulting, LLC
- Sponsor EIN: 270041577
- Sponsor Address: 3350 RIVERWOOD PARKWAY, SUITE GL28, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $12.5M
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 | 168 | $12.5M | $618,948 | $1.4M |
| 2023 | 127 | $9.4M | $526,461 | $1.1M |
| 2022 | 116 | $6.1M | $402,597 | $813,782 |
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 |
|---|---|---|---|---|
| DANSA D'ARATA SOUCIA LLP | Auditor | — | — | $0 |
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 | $69,641 | $18,641 | $51,000 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |