Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Carbo Forge, Inc.
EIN 34-0892386ManufacturingLatest filing 2025
Plans
2
Retirement
2
$28.7M assets
Health & Benefits
0
Participants
108
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $28.7M assets / 108 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CARBO FORGE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$19.1M
Participants55
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CARBO FORGE, INC. 401(K) PLAN
401(k)
Assets$9.6M
Participants53
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CARBO FORGE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $19.1M | 55 | 2025 |
| #003 | CARBO FORGE, INC. 401(K) PLAN | 401(k) | $9.6M | 53 | 2025 |
- #002 · ESOP · 202555
- #003 · 401(k) · 202553
Retirement plans