# The Oilgear Company DB Plan
Source: https://planprovider.pro/companies/the-oilgear-company-plan

> The Oilgear Company's DB plan: 25 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|

## Similar Plans

- [Homestead Tool & Machine, INC.](https://planprovider.pro/companies/homestead-tool-machine-inc-401k-plan) — 28 participants

- [Reo Hydro-Pierce, INC](https://planprovider.pro/companies/reo-hydro-pierce-inc-plan) — 28 participants

- [New Hudson Corporation](https://planprovider.pro/companies/new-hudson-corporation-401k-plan) — 19 participants

- [R&B Plastics Machinery](https://planprovider.pro/companies/r-b-plastics-machinery-401k-plan) — 34 participants

- [Cambron Engineering, INC.](https://planprovider.pro/companies/cambron-engineering-inc-plan) — 34 participants

- [Antares, INC.](https://planprovider.pro/companies/antares-inc-401k-plan-002) — 15 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-oilgear-company-plan)

© 2026 PlanProvider.Pro