Plan Snapshot
- Plan Sponsor: Ehpv Management Group INC
- Sponsor EIN: 461695103
- Sponsor Address: 11248 JOHN GALT BOULEVARD, OMAHA, NE, 68137
- Plan Type: 401(k)
- Total Participants: 455
- Total Assets: $5.4M
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 | 455 | $5.4M | $261,595 | $451,449 |
| 2023 | 444 | $4.5M | $249,812 | $410,269 |
| 2022 | 503 | $4.9M | $310,202 | $546,457 |
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 |
|---|---|---|---|---|
| LENGEMANN & ASSOCIATES | 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 | $5,515 | $2,032 | — | — | — |
| 2023 | $4,103 | $1,983 | — | — | — |
| 2022 | $2,687 | $902 | $1,785 | — | — |