Plan Snapshot
- Plan Sponsor: Access Bank
- Sponsor EIN: 261375622
- Sponsor Address: 8712 WEST DODGE ROAD, OMAHA, NE, 681143419
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $14.0M | $404,256 | $787,407 |
| 2023 | 123 | $12.1M | $417,359 | $802,812 |
| 2022 | 118 | $9.0M | $390,480 | $746,423 |
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 |
|---|---|---|---|---|
| BERGANKDV LLC | Auditor | — | — | $0 |
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 | $28,428 | $23,529 | — | — | — |
| 2023 | $76,770 | — | $76,770 | — | — |
| 2022 | $61,147 | — | — | — | $61,147 |