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Original filing (PDF)20250415090429NAL0001400579003
VOGEL HOLDING, INC.
Form 5500
FILING_RECEIVED
VOGEL RETIREMENT PLAN
401(k) retirement plan
Active participants
623
Accounts w/ balance
908
Plan assets (EOY)
$31.8M
Net assets (EOY)
$31.8M
How this plan invests
This plan
9 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VOGEL HOLDING, INC..
Plan sponsor
Name
VOGEL HOLDING, INC.
EIN
25-1657389
Address
121 BRICKYARD ROAD · P.O. BOX 847 · MARS, PA · 160460847
Phone
(724) 625-1511
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
VOGEL HOLDING, INC.
EIN
25-1657389
City
MARS, PA
Phone
(724) 625-1511
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
INSERO & CO CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | SAN FRANSISCO, CA | PLAN CUSTODIAN/TRUSTEE | $11K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS RET. SOLUTIONS | 47-3764076 | PITTSBURGH, PA | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | 25-1857157 | PITTSBURGH, PA | INVESTMENT ADVISOR | $114K | — |
Investments
9 pooled funds· $16.0M(51% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | $6.7M | 21.0% |
| PGIM TOTAL RETURN BOND FUND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | $2.8M | 8.7% |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $2.0M | 6.3% |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | $1.4M | 4.5% |
| BLACKROCK MSCI ACWI EX-U.S. INDEX GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | $1.4M | 4.5% |
| EMERGING MARKETS FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | $857K | 2.7% |
| CLEARBRIDGE LARGE CAP GROWTH FUND C GREAT GRAY TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | $721K | 2.3% |
| BLACKROCK U.S. DEBT INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | $104K | 0.3% |
| BLACKROCK RUSSELL 2000 INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | $68K | 0.2% |
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