Plan Snapshot
- Plan Sponsor: Mcgohan/Brabender Agency, INC.
- Sponsor EIN: 311191330
- Sponsor Address: 3931 S DIXIE DR, MORAINE, OH, 454392313
- Plan Type: 401(k)
- Total Participants: 348
- Total Assets: $61.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 348 | $61.6M | $1.8M | $2.5M |
| 2023 | 335 | $55.4M | $1.5M | $2.2M |
| 2022 | 280 | $46.6M | $1.3M | $1.9M |
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 |
|---|---|---|---|---|
| BRIXEY & MEYER, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRIXEY & MEYER, INC. — 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 | $97,248 | $81,970 | $14,096 | — | — |
| 2023 | $187,720 | $103,305 | $84,360 | — | — |
| 2022 | $181,455 | — | — | — | $181,455 |