Plan Snapshot
- Plan Sponsor: The Ogilvy Group, LLC
- Sponsor EIN: 132555496
- Sponsor Address: 3 WORLD TRADE CENTER, NEW YORK, NY, 10007
- Plan Type: DB
- Total Participants: 204
- Total Assets: $170.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 204 | $170.6M | $0 | $0 |
| 2023 | 212 | $177.4M | $0 | $0 |
| 2022 | 223 | $170.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| MERCER (US) LLC | NONE | $355,331 | — | $355,331 |
| BLACKROCK INSTITUTIONAL TRUST CO,NA | NONE | $333,666 | — | $333,666 |
| DELEWARE CHARTER GUARANTEE & TRUST | NONE | $37,800 | — | $37,800 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $726,797
- Estimated Expense Ratio: 0.426% 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 | $958,996 | $333,666 | — | — | — |
| 2023 | $1,086,883 | $395,811 | — | — | — |
| 2022 | $788,213 | $362,748 | $25,492 | — | $176,400 |