# Vogel Law Firm 401(k) Plan
Source: https://planprovider.pro/companies/vogel-law-firm-401k-plan

> Vogel Law Firm's 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/brady-martz-and-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|

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