Plan Snapshot
- Plan Sponsor: Ameritas Holding Company
- Sponsor EIN: 470806844
- Sponsor Address: 5900 O STREET, LINCOLN, NE, 68510
- Plan Type: DB
- Total Participants: 217
- Total Assets: $236.9M
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 | 217 | $236.9M | $0 | $0 |
| 2023 | 227 | $258.0M | $0 | $0 |
| 2022 | 202 | $284.2M | $0 | $0 |
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 | $14,100 | — | $14,100 |
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: $14,100
- Estimated Expense Ratio: 0.006% 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 | $470,036 | — | $1,800 | $14,100 | — |
| 2023 | $396,181 | — | $1,800 | $13,400 | — |
| 2022 | $392,747 | — | — | — | $206,411 |