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  2. CARBO FORGE, INC.
Sponsor portfolioTH

CARBO FORGE, INC.

EIN 34-0892386-Manufacturing-Latest filing 2025
Plans
2
Retirement
2
$28.7M assets
Welfare
0
Participants
108
150 STATE ROUTE 523 - FREMONT, OH 43420419-334-9788carboforge.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#002ESOP-$19.1M - 55 part#003401k-$9.6M - 53 part

Retirement portfolio analytics

2 plans aggregated / $28.7M assets / 108 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • EMPLOYEE STOCK OWNERSHIP (#002)66%
  • FORGE, INC. 401(K) (#003)34%
Total $28.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)55
  • FORGE, INC. 401(K) (#003)53
Total 108Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CARBO FORGE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$19.1M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

CARBO FORGE, INC. 401(K) PLAN

401k

Assets$9.6M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CARBO FORGE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$19.1M552025
003CARBO FORGE, INC. 401(K) PLAN401k$9.6M532025
Retirement plans
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