Plan Snapshot
- Plan Sponsor: Vogel Consulting Group, S. C.
- Sponsor EIN: 391774588
- Sponsor Address: 3415 GATEWAY RD, BROOKFIELD, WI, 53045
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $5.9M
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 | 16 | $5.9M | $75,520 | $99,907 |
| 2023 | 10 | $5.8M | $78,425 | $92,239 |
| 2022 | 7 | $4.5M | $78,872 | $76,414 |