# Premier Forge Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/premier-forge-group-llc-401k-plan-001

> Premier Forge Group, LLC's 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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