Plan Snapshot
- Plan Sponsor: E & A Consulting Group, INC.
- Sponsor EIN: 470609173
- Sponsor Address: 10909 MILL VALLEY RD., STE. 100, OMAHA, NE, 681543950
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $25.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 140 | $25.8M | $718,438 | $1.3M |
| 2023 | 143 | $24.2M | $720,763 | $1.3M |
| 2022 | 131 | $19.6M | $654,626 | $1.2M |
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, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY, PC — Auditor
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 | $85,931 | — | $600 | — | — |
| 2023 | $85,600 | $36,914 | $11,527 | — | — |
| 2022 | $119,712 | $44,203 | $75,509 | — | — |