Plan Ledger DOL Form 5500 · updated monthly

Vogel Holding, Inc.401(k)

VOGEL RETIREMENT PLAN · MARS, PA · plan year 2023

Reported admin expense ratio · 2023
0.55%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Vogel Holding, Inc. reported $164,130 in plan administrative expenses for 2023: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,443 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other management of companies employers. By assets it is the 1,134th-largest of 3,651 plans among Pennsylvania employers on file, and the 355th of 786 in management of companies. In 2023, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,754,102
Participants with balances908
Active participants623
Employer contributions$899,018
Employee contributions$2,218,025
Employer contribution per active participant$1,443
Average account balance$34,971
Benefits paid to participants$3,231,346
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$31.8M · 908 accts · $899K emplr
2022$27.9M · 764 accts · $821K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$39,184
Investment management$113,688
Trustee / custodial$11,258
Total administrative$164,130
The Vogel Holding, Inc. 401(k) match · 2023
Employer contribution per active participant$1,443
Median for plans this size$2,440
2023$1,443 per active participant
2022$1,314 per active participant

Vogel Holding, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
SCHNEIDER DOWNS RET. SOLUTIONS · Recordkeeping$39,184
SCHNEIDER DOWNS WEALTH MGMT ADV. · Investment advisory (participants) · Investment advisory (plan)$113,688
CHARLES SCHWAB TRUST COMPANY · Custodial (securities) · Trustee$11,258

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$164,130 · 0.55%
2022$146,263 · 0.57%
Same employer
Similar plansManagement of Companies · Pennsylvania
Penn Community Bank PA$43.5M · 0.36%
The Conti Group LLC PA$34.6M · 0.25%
Tioga Pipe ,Inc. PA$34.4M · 0.30%
Denmar Associates, LLC PA$20.1M · 0.44%
Empire Kosher Poultry, Inc. PA$17.1M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251657389 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.