Plan Snapshot
- Plan Sponsor: E & F Management, LLC
- Sponsor EIN: 873527373
- Sponsor Address: 213 BEAVER ST., ST. EDWARD, NE, 68660
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $8.4M
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 | 201 | $8.4M | $237,912 | $842,347 |
| 2023 | 242 | $7.8M | $316,650 | $1.0M |
| 2022 | 211 | $5.0M | $524,945 | $591,496 |
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 | $79,244 | $31,411 | $47,833 | — | — |
| 2023 | $83,507 | $28,338 | $55,169 | — | — |
| 2022 | $49,449 | — | $49,449 | — | — |