# The Ogeechee Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-ogeechee-group-inc-401k-plan

> The Ogeechee Group, INC.'s 401(k) plan: 961 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Ogeechee Group, INC.

- **Sponsor EIN:** 582498918

- **Sponsor Address:** 4524 OGEECHEE ROAD, SAVANNAH, GA, 31405

- **Plan Type:** 401(k)

- **Total Participants:** 961

- **Total Assets:** $20.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|961|$20.1M|$299,510|$1.8M|

| 2023|827|$16.8M|$302,604|$1.6M|

| 2022|689|$12.8M|$259,334|$1.5M|

## 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|

| HOLLAND BROMLEY BARNHILL& BRETT LLP|Auditor|—|—|$0|

## 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|$27,206|—|$27,206|—|—|

| 2023|$17,837|—|$17,837|—|—|

| 2022|$15,958|—|$15,958|—|—|

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