Plan Snapshot
- Plan Sponsor: First National Of Nebraska, INC.
- Sponsor EIN: 470523079
- Sponsor Address: 1620 DODGE STREET STOP 3072, OMAHA, NE, 68197
- Plan Type: 401(k)
- Total Participants: 4,622
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,622 | $1.0B | $28.2M | $33.7M |
| 2023 | 4,950 | $926.0M | $28.7M | $34.2M |
| 2022 | 5,038 | $763.5M | $25.9M | $29.6M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — 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 | $478,639 | $152,259 | $190,758 | — | — |
| 2023 | $329,272 | $56,714 | $57,673 | — | — |
| 2022 | $494,058 | — | $317,550 | — | — |