Plan Snapshot
- Plan Sponsor: First State Holding Co.
- Sponsor EIN: 470593732
- Sponsor Address: 2701 GRAINGER PKWY, LINCOLN, NE, 68516
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $16.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 141 | $16.4M | $437,880 | $878,429 |
| 2023 | 148 | $15.3M | $424,904 | $853,493 |
| 2022 | 152 | $14.3M | $401,805 | $799,881 |
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 |
|---|---|---|---|---|
| BERGANKDV | Auditor | — | — | $0 |
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 | $41,704 | $37,260 | — | — | — |
| 2023 | $38,621 | $34,671 | — | — | — |
| 2022 | $37,950 | $33,678 | $4,272 | — | — |