Plan Snapshot
- Plan Sponsor: Reforge INC
- Sponsor EIN: 815253945
- Sponsor Address: 548 MARKET ST, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 121
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 121 | $5.6M | $0 | $0 |
| 2024 | 36 | $5.3M | $4,961 | $1.0M |
| 2023 | 79 | $4.1M | $0 | $1.4M |
| 2022 | 141 | $2.8M | $0 | $1.6M |
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 |
|---|---|---|---|---|
| FRANK RIMERMAN CO 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 |
|---|---|---|---|---|---|
| 2025 | $1,405,974 | $1,820 | — | — | — |
| 2024 | $1,298 | $451 | — | — | — |
| 2023 | $521 | — | — | — | — |
| 2022 | $102,400 | — | — | — | — |