# Hubbardton Forge, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hubbardton-forge-llc-401k-plan

> Hubbardton Forge, LLC's 401(k) plan: 197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hubbardton Forge, LLC

- **Sponsor EIN:** 203535651

- **Sponsor Address:** 154 ROUTE 30, CASTLETON, VT, 05735

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

- **Total Participants:** 197

- **Total Assets:** $19.7M

## 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|197|$19.7M|$354,349|$1.0M|

| 2023|210|$17.4M|$360,228|$959,542|

| 2022|231|$14.8M|$0|$383,280|

## 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|

| BDMP ASSURANCE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDMP ASSURANCE, LLP](https://planprovider.pro/provider/bdmp-assurance-llp) — 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|$65,482|$26,255|$39,227|—|—|

| 2023|$59,382|$25,473|$33,909|—|—|

| 2022|$63,643|—|$63,643|—|—|

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