Plan Snapshot
- Plan Sponsor: Father Flanagan'S Boys' Home
- Sponsor EIN: 470376606
- Sponsor Address: 14100 CRAWFORD ST, BOYS TOWN, NE, 680107520
- Plan Type: 403(b)
- Plan Number: 005
- Total Participants: 419
- Total Assets: $27.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 419 | $27.8M | $0 | $0 |
| 2024 | 343 | $25.1M | $0 | $1.5M |
| 2023 | 295 | $24.5M | $0 | $1.5M |
| 2022 | 290 | $22.2M | $0 | $1.4M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP, INC. | Other Service Provider | $24,026 | — | $24,026 |
| VANGUARD ADVISERS INC. | Other Service Provider | $6,944 | — | $6,944 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,970
- Estimated Expense Ratio: 0.112% 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 |
|---|---|---|---|---|---|
| 2025 | $3,296,524 | $6,944 | — | — | — |
| 2024 | $27,329 | — | — | — | — |
| 2023 | $30,127 | — | — | — | — |
| 2022 | $29,817 | — | $29,817 | — | — |