Plan Snapshot
- Plan Sponsor: Baird Holm LLP
- Sponsor EIN: 470389074
- Sponsor Address: 1700 FARNAM ST STE 1500, OMAHA, NE, 68102
- Plan Type: DC
- Total Participants: 168
- Total Assets: $109.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 168 | $109.5M | $2.4M | $2.1M |
| 2023 | 166 | $92.8M | $2.0M | $2.2M |
| 2022 | 156 | $81.5M | $2.0M | $1.8M |
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 |
|---|---|---|---|---|
| BRIDGES INVESTMENT MANAGEMENT INC | OTHER SERVICES | $88,179 | — | $88,179 |
| USI ADVISORS, INC. | INVESTMENT ADVISOR | $40,000 | — | $40,000 |
| D.A. DAVIDSON & CO. | OTHER SERVICES | $23,070 | — | $23,070 |
| ARBOR POINT ADVISORS | OTHER SERVICES | $19,756 | — | $19,756 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $19,662 | — | $19,662 |
| MCFARLIN & BROKKE PC | ACCOUNTANT/AUDITOR | $13,100 | — | $13,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- D.A. DAVIDSON & CO. — OTHER SERVICES
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $203,767
- Estimated Expense Ratio: 0.186% 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 | $209,270 | $1,150 | — | $13,100 | — |
| 2023 | $208,753 | $1,072 | — | $13,200 | — |
| 2022 | $193,305 | $876 | — | — | — |