# The Fishel Company 401(k) Plan
Source: https://planprovider.pro/companies/the-fishel-company-401k-plan

> The Fishel Company's 401(k) plan: 2,134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| T ROWE PRICE RPS INC|NONE|$40,001|—|$40,001|

| MORNINGSTAR|NONE|$14,378|—|$14,378|

| GBQ PARTNERS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GBQ PARTNERS, LLC](https://planprovider.pro/provider/gbq-partners-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $54,379

- **Estimated Expense Ratio:** 0.039% 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|

| 2024|$54,921|$14,378|—|—|—|

| 2023|$51,863|$12,580|—|—|—|

| 2022|$46,524|$13,192|—|—|—|

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