Plan Snapshot
- Plan Sponsor: Borsheim Jewelry Company, INC.
- Sponsor EIN: 470546003
- Sponsor Address: 120 REGENCY PARKWAY, OMAHA, NE, 68114
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $20.9M
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 | 186 | $20.9M | $501,680 | $964,172 |
| 2023 | 195 | $18.2M | $469,654 | $885,861 |
| 2022 | 183 | $17.0M | $456,523 | $916,449 |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY, P.C. | Auditor | $13,788 | — | $13,788 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,788
- Estimated Expense Ratio: 0.066% 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 | $37,491 | $14,697 | $9,006 | $13,788 | — |
| 2023 | $21,812 | — | $4,416 | $17,396 | — |
| 2022 | $20,542 | — | $6,542 | — | $14,000 |