Retirement plan

ALL METALS & FORGE GROUP, LLC 401K PLAN

Name: ALL METALS & FORGE GROUP, LLC - ALL METALS & FORGE GROUP, LLC 401K PLAN (2025) Form 5500
Creator: ALL METALS & FORGE GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL METALS & FORGE GROUP, LLC 401K PLAN, ALL METALS & FORGE GROUP, LLC

ALL METALS & FORGE GROUP, LLCEIN 27-2440342Plan #001PY 2025

75 LANE ROAD - FAIRFIELD, NJ 07004973-276-5000steelforge.comLinkedIn11-50 employeesconsumer goods

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$501K

-0.4% from 2024

Total participants

+7.7% from 2024

Average account balance

$35,814

-7.5% from 2024

Annual return

12.78%

+7.03 pp from 2024

Benchmarks

See 4,744 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,744 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$501K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$36K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.78%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$14114

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$198K

$19760 / participant

Other / not subdivided$198K100.0%

% of EOY assets

39.410%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,814

$167,415-78.6%

$140,514-74.5%

$198,609-82.0%

Participation rate

100.0%

80.9%+19.1pp

77.8%+22.2pp

82.4%+17.6pp

Annual return

12.78%

13.85%-1.1pp

14.36%-1.6pp

202.70%-189.9pp

Employer contribution / active EE

$4,865

$4,088+19.0%

$3,378+44.0%

$5,055-3.8%

Participant deferral / active EE

$8,263

$5,579+48.1%

$4,919+68.0%

$6,977+18.4%

Admin fee / account holder

$14,114

$16,730-15.6%

$13,697+3.0%

$19,030-25.8%

ALL METALS & FORGE GROUP, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL METALS & FORGE GROUP, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion