Plan Snapshot
- Plan Sponsor: Ameritas Holding Company
- Sponsor EIN: 470806844
- Sponsor Address: 5900 O STREET, LINCOLN, NE, 68510
- Plan Type: Health & Welfare
- Plan Number: 523
- Total Participants: 259
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 259 | $3.4M | $0 | $32,894 |
| 2023 | 276 | $3.6M | $0 | $37,234 |
| 2022 | 319 | $3.6M | $0 | $43,479 |
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 | $18,600 | — | $18,600 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $5,470 | — | $5,470 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE, LTD. — Auditor
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,070
- Estimated Expense Ratio: 0.698% of plan assets
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 | $34,335 | — | — | $13,100 | — |
| 2023 | $32,864 | — | — | $12,900 | — |
| 2022 | $23,305 | — | $5,480 | — | $16,900 |