Ameriforge 401 (K) Plan
Sponsored by Ameriforge Group, Inc. Dba Afglobal Corporation · EIN 760607053 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 327
- With balances
- 529
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $48,307 |
| Gallagher Benefit Services, Inc. | Consulting (general) | $26,250 |
| Ham, Langston & Brezina, Llp | Accounting | $11,440 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,884 |