Plan Snapshot
- Plan Sponsor: Duncan Aviation, INC.
- Sponsor EIN: 470461109
- Sponsor Address: LINCOLN MUNICIPAL AIRPORT, LINCOLN, NE, 68501
- Plan Type: 401(k)
- Total Participants: 2,985
- Total Assets: $446.1M
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 | 2,985 | $446.1M | $6.8M | $22.7M |
| 2023 | 2,914 | $388.8M | $7.1M | $21.6M |
| 2022 | 2,727 | $320.3M | $5.2M | $18.5M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY CLIENT | $338,245 | — | $338,245 |
| DA DAVIDSON | RETAINED BY CLIENT | $90,000 | — | $90,000 |
| FORVIS LLP | RETAINED BY CLIENT | $16,300 | — | $16,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY CLIENT
- FORVIS LLP — RETAINED BY CLIENT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $444,545
- Estimated Expense Ratio: 0.100% 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 | $444,545 | $110,601 | $317,644 | $16,300 | — |
| 2023 | $496,177 | $102,730 | $377,847 | $15,600 | — |
| 2022 | $448,204 | $98,568 | $334,636 | — | $15,000 |