Plan Snapshot
- Plan Sponsor: George J. Igel & Co., INC.
- Sponsor EIN: 314214570
- Sponsor Address: 2040 ALUM CREEK DRIVE, COLUMBUS, OH, 43207
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 166
- Total Assets: $46.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 166 | $46.9M | $0 | $0 |
| 2024 | 124 | $36.0M | $7.8M | $987,347 |
| 2023 | 108 | $26.2M | $3.0M | $921,286 |
| 2022 | 95 | $23.3M | $2.6M | $836,535 |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | Investment Advisor | — | $145,789 | $145,789 |
| PROACCOUNT | Investment Advisor | $132,947 | — | $132,947 |
| LATITUDE SERVICE COMPANY, INC | Recordkeeper | $13,500 | $18,125 | $31,625 |
| NATIONWIDE | Recordkeeper | $27,938 | — | $27,938 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $338,299
- Estimated Expense Ratio: 0.722% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $1,388,078 | — | $144,699 | — | — |
| 2024 | $118,123 | — | $118,123 | — | — |
| 2023 | $4,976,667 | — | — | — | — |
| 2022 | $4,837,115 | — | — | — | — |