# The Forbes Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-forbes-company-llc-plan-333

> The Forbes Company, LLC's 401(k) plan: 253 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Forbes Company, LLC

- **Sponsor EIN:** 383441715

- **Sponsor Address:** 100 GALLERIA OFFICENTRE, SUITE 427, SOUTHFIELD, MI, 48034

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

- **Total Participants:** 253

- **Total Assets:** $20.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|253|$20.5M|$1.0M|$1.1M|

| 2023|248|$19.5M|$942,267|$899,207|

| 2022|224|$19.0M|$813,338|$841,784|

## 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|

| DELOITTE & TOUCHE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DELOITTE & TOUCHE, LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## 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|$42,736|$38,136|—|—|—|

| 2023|$41,850|$37,400|$4,150|—|—|

| 2022|$50,204|$44,864|$4,915|—|—|

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