Plan Snapshot
- Plan Sponsor: Ameritas Holding Company
- Sponsor EIN: 470806844
- Sponsor Address: 5900 O STREET, LINCOLN, NE, 685102234
- Plan Type: 401(k)
- Total Participants: 2,458
- Total Assets: $821.8M
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 | 2,458 | $821.8M | $17.6M | $18.6M |
| 2023 | 2,493 | $741.6M | $16.5M | $17.9M |
| 2022 | 2,376 | $636.2M | $15.7M | $16.8M |
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 |
|---|---|---|---|---|
| MEADEN & MOORE, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE, LTD — 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 | $266,395 | — | — | — | — |
| 2023 | $155,579 | — | — | — | — |
| 2022 | $159,838 | — | — | — | $159,838 |