Plan Snapshot
- Plan Sponsor: Forth Foods, INC
- Sponsor EIN: 550679166
- Sponsor Address: 3090 WOODVILLE DRIVE, HUNTINGTON, WV, 25701
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $12.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 385 | $12.7M | $367,854 | $551,611 |
| 2023 | 369 | $11.0M | $337,376 | $533,807 |
| 2022 | 342 | $10.0M | $334,686 | $521,510 |
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 |
|---|---|---|---|---|
| ELLIS & ELLIS, PLLC | Auditor | $19,500 | — | $19,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIS & ELLIS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,500
- Estimated Expense Ratio: 0.153% 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 | $64,506 | $36,697 | $5,837 | $19,500 | — |
| 2023 | $50,130 | $40,789 | $2,550 | — | — |
| 2022 | $41,981 | — | — | — | $41,981 |