Plan Ledger DOL Form 5500 · updated monthly

Forge Nano401(k)

FORGE NANO INC. 401(K) PLAN · THORNTON, CO · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Forge Nano reported $40,427 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,194 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (1,015th of 1,461), and 9,568th of 11,654 in professional & technical services. In 2024, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,565,513
Participants with balances152
Active participants111
Employer contributions$354,570
Employee contributions$1,021,609
Employer contribution per active participant$3,194
Average account balance$36,615
Benefits paid to participants$314,777
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,423
Investment management$1,004
Total administrative$40,427
The Forge Nano 401(k) match · 2024
Employer contribution per active participant$3,194
Median for plans this size$1,313

Forge Nano's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$40,427

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$40,427 · 0.86%
Similar plansProfessional & Technical Services · Colorado
Project Canary, Inc Pbc CO$5.9M · 0.12%
Learning Network LLC CO$5.9M · 0.14%
Aliri USA Inc. CO$5.6M · 1.19%
Vorto Operations LLC CO$5.5M · 0.16%
Spicer Jeffries & Co LLP CO$5.3M · 0.60%
Bombbomb, Inc. CO$5.1M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452393850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.