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Original filing (PDF)20251002153439NAL0000669297001
FORGE RESOURCES GROUP
Form 5500
FILING_RECEIVED
FORGE RESOURCE GROUP 401(K) PLAN
401(k) retirement plan
Active participants
187
Accounts w/ balance
255
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORGE RESOURCES GROUP.
Plan sponsor
Name
FORGE RESOURCES GROUP
EIN
81-0923829
Address
PO BOX 369 · DEKALB, IL · 60115
Phone
(815) 756-3538
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Investments
29 direct securities · 1 pooled fund· $14.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$13.6M
29 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID FREEDOM 2035 K6 | — | — | — | $2.9M | 19.1% | |
| Fidelity FID FREEDOM 2030 K6 | — | — | — | $2.4M | 16.4% | |
| Fidelity FID FREEDOM 2040 K6 | — | — | — | $1.5M | 10.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 8.7% | |
| Fidelity FID FREEDOM 2055 K6 | — | — | — | $1.3M | 8.5% | |
| Fidelity FID FREEDOM 2050 K6 | — | — | — | $760K | 5.1% | |
| Fidelity FID FREEDOM 2025 K6 | — | — | — | $707K | 4.7% | |
| Fidelity FID FREEDOM 2060 K6 | — | — | — | $692K | 4.6% | |
| Fidelity FID FREEDOM 2045 K6 | — | — | — | $636K | 4.3% | |
| Fidelity FID CONTRAFUND K6 | — | — | — | $616K | 4.1% | |
| Fidelity FID 500 INDEX | — | — | — | $538K | 3.6% | |
| Fidelity FID FREEDOM 2065 K6 | — | — | — | $421K | 2.8% | |
| through August 2029 | — | — | — | $340K | 2.3% | |
| John Hancock JH DSCPL VAL MDCP R6 | — | — | — | $133K | 0.9% | |
| JP Morgan JPM EQUITY INCOME R6 | — | — | — | $115K | 0.8% | |
| JP Morgan JPM EMRG MKTS EQ R6 | — | — | — | $85K | 0.6% | |
| Fidelity FID US BOND IDX | — | — | — | $84K | 0.6% | |
| JP Morgan JPM MID CAP GRTH R6 | — | — | — | $63K | 0.4% | |
| Fidelity FID MID CAP IDX | — | — | — | $60K | 0.4% | |
| Alliance Bernstein AB SM CAP GRTH Z | — | — | — | $55K | 0.4% | |
| PGIM J INTL OPP R6 | — | — | — | $54K | 0.4% | |
| T. Rowe Price Investments TRP DIV GROWTH I | — | — | — | $52K | 0.3% | |
| Fidelity FID FREEDOM 2015 K6 | — | — | — | $34K | 0.2% | |
| Fidelity FID FREEDOM 2020 K6 | — | — | — | $29K | 0.2% | |
| Fidelity FID INTL INDEX | — | — | — | $15K | 0.1% | |
| Fidelity FID SM CAP IDX | — | — | — | $9K | <0.1% | |
| Allspring AS SPL SM CAP VAL R6 | — | — | — | $9K | <0.1% | |
| PIMCO PIM INTL BD US$H I | — | — | — | $9K | <0.1% | |
| Pioneer BOND K | — | — | — | $6K | <0.1% | |
| Fidelity FID FREEDOM 2070 K6 | — | — | — | $2K | <0.1% |
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