# First National Of Nebraska, INC. 401(k) Plan
Source: https://planprovider.pro/companies/first-national-of-nebraska-inc-470523079-501

> First National Of Nebraska, INC.'s 401(k) plan: 4,552 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First National Of Nebraska, INC.

- **Sponsor EIN:** 470523079

- **Sponsor Address:** 1620 DODGE STREET, STOP 3071, OMAHA, NE, 68197

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 4,552

- **Total Assets:** $1.7M

## 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|4,552|$1.7M|$44.5M|$16.6M|

| 2023|4,764|$7.0M|$55.8M|$16.4M|

| 2022|4,776|$6.0M|$47.9M|$15.7M|

## 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|

| AETNA LIFE INSURANCE COMPANY|Recordkeeper|$2,560,497|—|$2,560,497|

| LIVONGO HEALTH, INC|Other Service Provider|$182,814|—|$182,814|

| AMERITAS LIFE INSURANCE CORP|Recordkeeper|$157,013|—|$157,013|

| INSPIRA FINANCIAL|Other Service Provider|$127,105|—|$127,105|

| AETNA BEHAVIORAL HEALTH|Recordkeeper|$115,731|—|$115,731|

| AETNA EMPLOYEE ASSISTANCE PROGRAM|Recordkeeper|$102,977|—|$102,977|

| JELLYVISION LAB, INC.|Other Service Provider|$97,168|—|$97,168|

| PAYFLEX SYSTEMS USA, INC.|Recordkeeper|$87,455|—|$87,455|

| RXBENEFITS, INC.|Other Service Provider|$61,430|—|$61,430|

| FIRST NATIONAL OF NEBRASKA, INC.|Custodian / Trustee|$51,685|—|$51,685|

| LUTZ & COMPANY, PC|Auditor|$48,277|—|$48,277|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERITAS LIFE INSURANCE CORP](https://planprovider.pro/provider/ameritas-retirement-plans) — Recordkeeper

- [LUTZ & COMPANY, PC](https://planprovider.pro/provider/lutz-and-company-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,592,152

- **Estimated Expense Ratio:** 207.299% 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|$3,592,151|—|$3,492,189|$48,277|—|

| 2023|$3,639,023|—|$3,546,518|$43,001|—|

| 2022|$3,286,587|—|$3,247,057|—|$39,530|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/first-national-of-nebraska-inc-470523079-501)

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