Plan Snapshot
- Plan Sponsor: A.C. Nelsen Enterprises, INC.
- Sponsor EIN: 470358478
- Sponsor Address: 11818 L STREET, OMAHA, NE, 68137
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 116 | $6.6M | $247,333 | $502,248 |
| 2023 | 141 | $6.4M | $299,375 | $610,650 |
| 2022 | 138 | $5.2M | $306,433 | $631,924 |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY — 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 | $49,699 | $26,884 | $3,357 | — | — |
| 2023 | $52,728 | $52,728 | — | — | — |
| 2022 | $42,397 | $42,397 | — | — | — |