Plan Ledger DOL Form 5500 · updated monthly

Premier Forge Group, LLC401(k)

PREMIER FORGE GROUP NON-UNION 401(K) PLAN · PORTLAND, IN · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Premier Forge Group, LLC reported $43,073 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,631 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.

Across the 2 years on file its reported administrative ratio fell from 0.44% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 633rd-largest of 1,562 plans among Indiana employers on file, and the 750th of 2,096 in real estate & leasing. In 2024, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,504,044
Participants with balances245
Active participants170
Employer contributions$447,199
Employee contributions$819,685
Employer contribution per active participant$2,631
Average account balance$71,445
Benefits paid to participants$1,181,729
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 245 accts · $447K emplr
2023$14.9M · 253 accts · $437K emplr
2022$13.9M · 211 accts · $415K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,444
Investment management$8,629
Total administrative$43,073
The Premier Forge Group, LLC 401(k) match · 2024
Employer contribution per active participant$2,631
Median for plans this size$2,416
2024$2,631 per active participant
2023$2,646 per active participant
2022$2,342 per active participant

Premier Forge Group, 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 · 20242
JOHN HANCOCK · Recordkeeping · Loan processing$34,702
KESTRA INVESTMENT SERVICES · Investment advisory (plan)$8,371

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$43,073 · 0.27%
2023$64,319 · 0.45%
2022$68,598 · 0.44%
All plans at this employer2
PREMIER FORGE GROUP RETIREMENT PLAN401(k)
PREMIER FORGE GROUP NON-UNION 401(K) PLAN401(k)
Same employer
Similar plansReal Estate & Leasing · Indiana
F.C. Tucker Company LLC. IN$26.6M · 0.00%
Kpg Corp. IN$22.9M · 0.53%
Sterling Management, LTD. IN$18.3M · 0.63%
Milhaus Development, LLC IN$17.1M · 0.30%
Storage Solutions, Inc. IN$15.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834343140 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.