Plan Snapshot
- Plan Sponsor: Elliott Equipment Company
- Sponsor EIN: 470741258
- Sponsor Address: 3514 S. 25TH STREET, OMAHA, NE, 68105
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $12.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 204 | $12.7M | $345,126 | $977,846 |
| 2023 | 183 | $10.2M | $304,148 | $844,420 |
| 2022 | 145 | $8.5M | $182,112 | $721,368 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $31,444 | — | $31,444 |
| USI ADVISORS INC | ADVISOR | $27,276 | — | $27,276 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,720
- Estimated Expense Ratio: 0.461% 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 | $58,720 | $27,276 | — | — | — |
| 2023 | $46,656 | $22,610 | — | — | — |
| 2022 | $47,186 | — | — | — | — |