Employers › Forge Nano
Recordkeeping fees per participant · Forge Nano Inc. 401(k) Plan · plan year 2024
$259.36
Higher than 94% of the 7,477 plans $1 to 10M that report it.
= $39,423 / 152
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013050306NAL0000297763001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013050306NAL0000297763001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$259.36
Higher than 86% of the 14,713 plans $1 to 10M that report it.
= $39,423 / 152
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013050306NAL0000297763001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013050306NAL0000297763001, received 2025-10-13
Administrative expenses per participant
$265.97
Higher than 76% of the 15,210 plans $1 to 10M that report it.
= $40,427 / 152
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013050306NAL0000297763001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013050306NAL0000297763001, received 2025-10-13
Administrative expenses as a share of assets
0.726%
Higher than 70% of the 15,243 plans $1 to 10M that report it.
= $40,427 / $5,565,513
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013050306NAL0000297763001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013050306NAL0000297763001, received 2025-10-13
Employer contributions per participant
$2,333
Higher than 81% of the 13,342 plans $1 to 10M that report it.
= $354,570 / 152
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013050306NAL0000297763001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013050306NAL0000297763001, received 2025-10-13
Employer share of total contributions
23.3%
Higher than 32% of the 13,370 plans $1 to 10M that report it.
= $354,570 / $1,520,519
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013050306NAL0000297763001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013050306NAL0000297763001, received 2025-10-13
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013050306NAL0000297763001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | FORGE NANO | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Plan name | FORGE NANO INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Sponsor EIN / plan number | 45-2393850 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Sponsor location | THORNTON, CO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Industry (business code) | 541700, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Participants, beginning of year | 140 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Active participants | 111 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Participants, end of year | 155 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Participants with an account balance | 152 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Total assets, beginning of year | $3,801,908 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Total assets, end of year | $5,565,513 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Net assets, end of year | $5,565,513 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Total income | $2,118,809 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Net income | $1,763,605 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Employer contributions | $354,570 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Participant contributions | $1,021,609 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $144,340 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Total contributions | $1,520,519 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Benefit payments | $314,777 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $355,204 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Total administrative expenses | $40,427 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Recordkeeping fees | $39,423 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Investment advisory and management fees | $1,004 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Administrative expenses excluding investment management | $39,423 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Held in common/collective trusts | $22,731 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Held in mutual funds | $5,477,185 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013050306NAL0000297763001, received 2025-10-13 |
| Independent auditor | SMITH AND HOWARD | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013050306NAL0000297763001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013050306NAL0000297763001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| ADP, INC.recordkeeper | RECORD KEEPER | 37 Participant loan processing; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees; 26 Investment advisory (participants); 49 Other services; 99 Other fees | $40,427 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013050306NAL0000297763001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,801,908 | $5,565,513 | 46.4% |
| Participants with a balance | 133 | 152 | 14.3% |
| Administrative expenses | $31,113 | $40,427 | 29.9% |
| Recordkeeping fees per participant | not reported | $259.36 | |
| Employer contributions | $273,260 | $354,570 | 29.8% |
Prior filing 20240531130757NAL0007791139001, received 2024-05-31; the plan years are contiguous.
Sponsor name as filed: FORGE NANO; SEC registrant: FORGE NANO, INC. (CIK 1719324, matched by EIN).