Plan Snapshot
- Plan Sponsor: Complete Children'S Health, P.C.
- Sponsor EIN: 470790491
- Sponsor Address: 4020 HOHENSEE DRIVE, LINCOLN, NE, 68516
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $17.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 135 | $17.4M | $295,592 | $801,655 |
| 2023 | 134 | $14.4M | $332,197 | $756,584 |
| 2022 | 125 | $11.9M | $311,195 | $715,473 |
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 |
|---|---|---|---|---|
| HOCKING & SCHULENBERG, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $42,821 | — | — | — | — |
| 2023 | $37,308 | — | — | — | — |
| 2022 | $36,688 | — | — | — | $36,688 |