# Forma Automotive, LLC 401(k) Plan
Source: https://planprovider.pro/companies/forma-automotive-llc-401k-plan

> Forma Automotive, LLC's 401(k) plan: 166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Forma Automotive, LLC

- **Sponsor EIN:** 364788879

- **Sponsor Address:** 45 NE INTERSTATE 410 LOOP, SAN ANTONIO, TX, 78216

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

- **Total Participants:** 166

- **Total Assets:** $1.3M

## 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|166|$1.3M|$124,499|$383,527|

| 2023|133|$893,576|$61,202|$310,301|

| 2022|127|$541,664|$30,266|$201,917|

## 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|

| BDO USA , LLP|ACCOUNTANT|$22,300|—|$22,300|

| ADP, INC.|RECORD KEEPER|$7,281|—|$7,281|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA , LLP](https://planprovider.pro/provider/bdo-usa-pc) — ACCOUNTANT

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,581

- **Estimated Expense Ratio:** 2.301% 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|$29,582|$22,300|—|—|—|

| 2023|$8,968|—|—|—|—|

| 2022|$8,315|—|—|—|—|

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