Plan Snapshot
- Plan Sponsor: The Oilgear Company
- Sponsor EIN: 390514580
- Sponsor Address: 1424 INTERNATIONAL DRIVE, TRAVERSE CITY, MI, 496868751
- Plan Type: DB
- Total Participants: 25
- Total Assets: $13.2M
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 | 25 | $13.2M | $0 | $0 |
| 2023 | 27 | $14.7M | $377,000 | $0 |
| 2022 | 27 | $15.1M | $392,500 | $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 |
|---|---|---|---|---|
| FIDELITY INVST INST OPS | ADMIN FEES | $145,682 | — | $145,682 |
| FIDELITY INST ASSET MGMT | INVEST ADVISORY | $46,386 | — | $46,386 |
| BROCKWAY, GERSBACH, ET. AL, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVST INST OPS — ADMIN FEES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,068
- Estimated Expense Ratio: 1.450% 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 | $192,068 | $46,386 | — | — | — |
| 2023 | $319,580 | $49,014 | — | — | — |
| 2022 | $165,008 | $60,973 | — | — | — |