Plan Snapshot
- Plan Sponsor: 31st Capital INC.
- Sponsor EIN: 833170132
- Sponsor Address: 3900 OLD CHENEY RD, LINCOLN, NE, 68516
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $8.2M
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 | 187 | $8.2M | $401,914 | $895,146 |
| 2023 | 217 | $6.4M | $351,813 | $885,182 |
| 2022 | 179 | $3.4M | $245,147 | $676,577 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $43,488 | $21,302 | — | — | — |
| 2023 | $33,017 | $15,031 | — | — | — |
| 2022 | $23,237 | $11,869 | $11,368 | — | — |