Plan Ledger DOL Form 5500 · updated monthly

Forge Consulting, LLC401(k)

FORGE CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.64%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Forge Consulting, LLC reported $69,641 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,684 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,108th of 2,160), and 7,236th of 11,654 in professional & technical services. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,499,990
Participants with balances154
Active participants168
Employer contributions$618,948
Employee contributions$1,394,970
Employer contribution per active participant$3,684
Average account balance$81,169
Benefits paid to participants$667,208
Plan auditUnmodified (clean) audit opinion
AuditorDANSA D'ARATA SOUCIA LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,000
Investment management$18,641
Total administrative$69,641
The Forge Consulting, LLC 401(k) match · 2024
Employer contribution per active participant$3,684
Median for plans this size$2,416

Forge Consulting, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
LINCOLN NATIONAL CORPORATION · Contract administrator$50,600
CERITY PARTNERS · Investment advisory (plan)$14,971
ARGI INVESTMENT SERVICES, LLC · Investment advisory (participants)$3,670

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$69,641 · 0.64%
Similar plansProfessional & Technical Services · Georgia
Bibliotheca, LLC GA$12.7M · 0.56%
Tekstream Solutions, LLC GA$12.6M · 0.46%
Quatrro Fpo Solutions, LLC GA$12.6M · 0.23%
Onepath Systems, LLC GA$12.4M · 0.98%
Datapath, Inc. GA$12.3M · 0.80%
Optomi, LLC GA$12.3M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270041577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.