# Dana F. Cole & Company, LLP 401(k) Plan
Source: https://planprovider.pro/companies/dana-f-cole-company-llp-401k-plan

> Dana F. Cole & Company, LLP's 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dana F. Cole & Company, LLP

- **Sponsor EIN:** 470526649

- **Sponsor Address:** 1248 O STREET SUITE 500, LINCOLN, NE, 68508

- **Plan Type:** 401(k)

- **Total Participants:** 177

- **Total Assets:** $14.2M

## 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|177|$14.2M|$254,191|$946,167|

| 2023|187|$14.7M|$158,082|$914,787|

| 2022|205|$13.4M|$85,735|$855,313|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$41,888|—|$41,888|

| HENJES, CONNER & WILLIAMS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HENJES, CONNER & WILLIAMS, P.C.](https://planprovider.pro/provider/henjes-conner-and-williams-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,888

- **Estimated Expense Ratio:** 0.295% 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|$41,889|—|$41,889|—|—|

| 2023|$40,331|—|$40,331|—|—|

| 2022|$42,981|—|$42,981|—|—|

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