Plan Snapshot
- Plan Sponsor: Premier Forge Group, LLC
- Sponsor EIN: 834343140
- Sponsor Address: 250 E LAFAYETTE, PORTLAND, IN, 47371
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $4.6M
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 | 159 | $4.6M | $225,330 | $301,952 |
| 2023 | 181 | $4.0M | $263,907 | $352,798 |
| 2022 | 157 | $3.1M | $263,979 | $348,844 |
| 2021 | 154 | $3.3M | $0 | $0 |
| 2020 | 159 | $2.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT, 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 | $17,016 | $2,323 | $14,693 | — | — |
| 2023 | $19,887 | $7,677 | $12,210 | — | — |
| 2022 | $17,446 | $11,413 | $6,033 | — | — |
| 2021 | $11,601 | $8,113 | $3,488 | — | — |
| 2020 | $8,536 | — | $8,536 | — | — |