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

> Milwaukee Forge, LLC's 401(k) plan: 77 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 271867572

- **Sponsor Address:** 1532 E. OKLAHOMA AVE., MILWAUKEE, WI, 53207

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

- **Total Participants:** 77

- **Total Assets:** $8.7M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|77|$8.7M|$259,617|$364,000|

| 2023|173|$8.1M|$640,758|$549,579|

| 2022|157|$7.0M|$621,672|$606,794|

## 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|

| CLARK, SCHAEFER, HACKETT & CO.|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|$36,810|—|$24,192|—|—|

| 2023|$38,443|—|$16,673|—|—|

| 2022|$35,345|$21,301|$9,194|—|$4,850|

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