Plan Snapshot
- Plan Sponsor: G.O. Carlson, INC.
- Sponsor EIN: 230457636
- Sponsor Address: 175 MAIN STREET, OIL CITY, PA, 16301
- Plan Type: DB
- Total Participants: 144
- Total Assets: $33.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 144 | $33.4M | $0 | $0 |
| 2023 | 131 | $30.2M | $0 | $0 |
| 2022 | 101 | $26.5M | $600,000 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MCGILL, POWER, BELL & ASSOC. LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $69,625 | $63,387 | — | — | — |
| 2023 | $56,254 | $56,254 | — | — | — |
| 2022 | $58,548 | $58,548 | — | — | — |