Plan Snapshot
- Plan Sponsor: Election Systems & Software, LLC
- Sponsor EIN: 470617567
- Sponsor Address: 11208 JOHN GALT BOULEVARD, OMAHA, NE, 681372320
- Plan Type: 401(k)
- Total Participants: 534
- Total Assets: $82.6M
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 | 534 | $82.6M | $1.3M | $4.5M |
| 2023 | 487 | $71.0M | $876,821 | $3.9M |
| 2022 | 475 | $61.6M | $794,787 | $3.5M |
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 |
|---|---|---|---|---|
| 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 | $75,170 | $24,813 | $300 | — | — |
| 2023 | $86,757 | $37,692 | — | — | — |
| 2022 | $109,230 | $44,019 | $65,211 | — | — |