Plan Snapshot
- Plan Sponsor: Baxter Shared Services, LLC
- Sponsor EIN: 470778355
- Sponsor Address: 17225 BURT STREET, OMAHA, NE, 68118
- Plan Type: 401(k)
- Plan Number: 510
- Total Participants: 1,569
- Total Assets: $83,694
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 | 1,569 | $83,694 | $0 | $667,289 |
| 2023 | 1,202 | $21,409 | $0 | $450,377 |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | Recordkeeper | $66,628 | — | $66,628 |
| GALLAGHER BENEFIT SERVICES | Investment Advisor | $42,182 | — | $42,182 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP. — Recordkeeper
- GALLAGHER BENEFIT SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,810
- Estimated Expense Ratio: 130.009% 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 | $69,660 | — | $66,660 | — | — |
| 2023 | $47,634 | — | $44,884 | — | — |