Plan Snapshot
- Plan Sponsor: Vogel Law Firm
- Sponsor EIN: 450348495
- Sponsor Address: 218 NP AVENUE, FARGO, ND, 58102
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $48.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 86 | $48.2M | $1.1M | $870,374 |
| 2023 | 89 | $42.7M | $1.3M | $987,832 |
| 2022 | 96 | $41.9M | $1.0M | $851,613 |
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 |
|---|---|---|---|---|
| FIRST INTERNATIONAL BANK & TRUST | INVESTMENT ADVISOR | $54,306 | — | $54,306 |
| PENTEGRA SERVICES, INC | CONTACT ADMIN | $11,095 | — | $11,095 |
| EMPOWER ANN INSURANCE COMP OF AMER | RECORDKEEPER | $5,817 | — | $5,817 |
| BRADY MARTZ & ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY MARTZ & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,218
- Estimated Expense Ratio: 0.148% 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 | $67,708 | — | — | — | — |
| 2023 | $83,445 | — | — | — | — |
| 2022 | $80,323 | — | — | — | $80,323 |