Plan Snapshot
- Plan Sponsor: Harvey Vogel Manufacturing Co.
- Sponsor EIN: 410827433
- Sponsor Address: 425 WEIR DRIVE, WOODBURY, MN, 55125
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 147 | $2.7M | $131,292 | $146,021 |
| 2023 | 147 | $3.2M | $170,591 | $149,087 |
| 2022 | 185 | $2.7M | $177,536 | $189,108 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
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 | $38,800 | $30,745 | — | — | — |
| 2023 | $23,877 | $16,364 | — | — | — |
| 2022 | $27,208 | $21,664 | — | — | — |