Plan Snapshot
- Plan Sponsor: Makers Forward, LLC
- Sponsor EIN: 843406142
- Sponsor Address: 35 CONNECTICUT RIVERBEND PLACE, CLAREMONT, NH, 03743
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 178 | $8.0M | $136,128 | $542,891 |
| 2023 | 178 | $8.7M | $164,572 | $560,670 |
| 2022 | 167 | $6.3M | $155,007 | $512,703 |
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 |
|---|---|---|---|---|
| MURPHY, MILLER & BAGLIERI, 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 | $65,296 | — | $65,296 | — | — |
| 2023 | $45,870 | — | $45,870 | — | — |
| 2022 | $35,386 | — | $35,386 | — | — |