Plan Snapshot
- Plan Sponsor: Father Flanagan'S Boys' Home
- Sponsor EIN: 470376606
- Sponsor Address: 14100 CRAWFORD ST, BOYS TOWN, NE, 680107520
- Plan Type: DB
- Total Participants: 11
- Total Assets: $56.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 11 | $56.5M | $0 | $0 |
| 2023 | 11 | $58.4M | $0 | $0 |
| 2022 | 14 | $57.7M | $500,000 | $0 |
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 AND COMPANY, P.C. | Auditor | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ AND COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,000
- Estimated Expense Ratio: 0.032% 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 | $131,369 | — | — | $18,000 | — |
| 2023 | $106,596 | — | — | $15,000 | — |
| 2022 | $132,718 | — | — | — | $107,550 |