Plan Snapshot
- Plan Sponsor: The Fishel Company
- Sponsor EIN: 314360115
- Sponsor Address: 1366 DUBLIN ROAD, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 2,134
- Total Assets: $141.2M
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 | 2,134 | $141.2M | $4.1M | $10.8M |
| 2023 | 2,265 | $125.3M | $4.2M | $10.8M |
| 2022 | 2,259 | $103.0M | $3.8M | $9.7M |
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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — 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 | $54,921 | $14,378 | — | — | — |
| 2023 | $51,863 | $12,580 | — | — | — |
| 2022 | $46,524 | $13,192 | — | — | — |