Plan Ledger DOL Form 5500 · updated monthly

Reforge Inc401(k)

REFORGE 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Reforge Inc reported $1,298 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $138 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 1 year on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (6,901st of 9,483), and 2,487th of 3,091 in educational services. In 2024, employees put in $208.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,307,245
Participants with balances116
Active participants36
Employer contributions$4,961
Employee contributions$1,036,033
Employer contribution per active participant$138
Average account balance$45,752
Benefits paid to participants$809,662
Plan auditUnmodified (clean) audit opinion
AuditorFRANK RIMERMAN CO LLP
Plan history2
Yearassets · accounts · employer contribution
2024$5.3M · 116 accts · $5K emplr
2023$4.1M · 128 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$847
Investment management$451
Total administrative$1,298
The Reforge Inc 401(k) match · 2024
Employer contribution per active participant$138
Median for plans this size$1,313

Reforge Inc's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history2
2024$1,298 · 0.03%
2023$521 · 0.02%
Same employer
Similar plansEducational Services · California
Aztec Shops, LTD. CA$5.5M · 1.18%
REMIND101, Inc. CA$5.5M · 0.25%
The Berkeley School CA$5.3M · 0.27%
The Primary School CA$5.0M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815253945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.