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Original filing (PDF)20251014122200NAL0005891906001
PREMIER FORGE GROUP, LLC
Form 5500
FILING_RECEIVED
PREMIER FORGE GROUP NON-UNION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
170
Accounts w/ balance
245
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER FORGE GROUP, LLC.
Plan sponsor
Name
PREMIER FORGE GROUP, LLC
EIN
83-4343140
Address
250 E LAFAYETTE · PORTLAND, IN · 47371
Phone
(260) 726-8121
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $35K | — |
| KESTRA INVESTMENT SERVICES | 74-2794194 | — | RETAINED BY EMPLOYER | $8K | — |
Investments
28 direct securities· $17.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund | — | — | — | $2.9M | 16.4% | |
| Federated Hermes Government Obligations Fund - Premier Class | — | — | — | $1.9M | 11.0% | |
| Schwab Funds Fundamental U.S. Large Company Index Fund | — | — | — | $1.9M | 10.6% | |
| Fidelity Total Market Index Fund | — | — | — | $1.7M | 9.6% | |
| American Funds 2025 Target Date Retirement Fund - Class R-6 | — | — | — | $1.2M | 6.8% | |
| American Funds 2045 Target Date Retirement Fund - Class R-6 | — | — | — | $1.0M | 5.8% | |
| Columbia Small Cap Growth Fund - Institutional 3 Class | — | — | — | $815K | 4.7% | |
| American Funds 2035 Target Date Retirement Fund - Class R-6 | — | — | — | $798K | 4.6% | |
| American Funds 2050 Target Date Retirement Fund - Class R-6 | — | — | — | $717K | 4.1% | |
| Notes receivable Maturity dates through February 2029; from participants interest rates ranging from 3.25% to 9.50% | — | — | — | $623K | 3.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $566K | 3.2% | |
| MFS International Diversification Fund - Class R6 | — | — | — | $562K | 3.2% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $505K | 2.9% | |
| American Funds 2030 Target Date Retirement Fund - Class R-6 | — | — | — | $431K | 2.5% | |
| American Funds 2060 Target Date Retirement Fund - Class R-6 | — | — | — | $396K | 2.3% | |
| American Funds 2055 Target Date Retirement Fund - Class R-6 | — | — | — | $377K | 2.2% | |
| American Funds 2040 Target Date Retirement Fund - Class R-6 | — | — | — | $368K | 2.1% | |
| American Funds 2020 Target Date Retirement Fund - Class R-6 | — | — | — | $316K | 1.8% | |
| JPMorgan Mid Cap Growth Fund - Class R6 | — | — | — | $148K | 0.8% | |
| Franklin Templeton Small Cap Value Fund - Class R6 | — | — | — | $136K | 0.8% | |
| American Century Mid Cap Value Fund - Class R6 | — | — | — | $66K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund - Class R-6 | — | — | — | $36K | 0.2% | |
| Fidelity Small Cap Index Fund | — | — | — | $34K | 0.2% | |
| T Rowe Price International Disciplined Equity Fund - I Class | — | — | — | $27K | 0.2% | |
| American Funds New World Fund - Class R-6 | — | — | — | $20K | 0.1% | |
| American Funds 2015 Target Date Retirement Fund - Class R-6 | — | — | — | $17K | <0.1% | |
| PIMCO Diversified Income Fund - Institutional Class | — | — | — | $4K | <0.1% | |
| JPMorgan U.S. Government Money Market Fund - Capital Class | — | — | — | $3K | <0.1% |
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