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: 170
- Total Assets: $17.5M
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 | 170 | $17.5M | $447,199 | $819,685 |
| 2023 | 165 | $14.9M | $436,591 | $859,940 |
| 2022 | 177 | $13.9M | $414,576 | $832,034 |
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 | $43,073 | $8,629 | $34,444 | — | — |
| 2023 | $64,319 | $31,955 | $32,364 | — | — |
| 2022 | $68,598 | $37,448 | $31,150 | — | — |