Plan Snapshot
- Plan Sponsor: Claas Of America INC.
- Sponsor EIN: 382287245
- Sponsor Address: 8401 SOUTH 132ND ST, OMAHA, NE, 68138
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $52.9M
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 | 365 | $52.9M | $1.6M | $2.9M |
| 2023 | 349 | $44.5M | $1.4M | $2.6M |
| 2022 | 335 | $40.4M | $1.3M | $2.4M |
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 |
|---|---|---|---|---|
| USI ADVISORS INC | INVESTMENT ADVISOR | $61,792 | — | $61,792 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $16,411 | — | $16,411 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $12,188 | — | $12,188 |
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,391
- Estimated Expense Ratio: 0.171% 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 | $90,391 | $73,980 | — | — | — |
| 2023 | $66,435 | $63,776 | — | — | — |
| 2022 | $146,071 | $123,564 | $14,100 | — | — |