Plan Snapshot
- Plan Sponsor: Gottsch Employers Group, LLC
- Sponsor EIN: 470836952
- Sponsor Address: 20507 NICHOLAS CIR STE 100, ELKHORN, NE, 680224686
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 324 | $12.3M | $216,035 | $801,510 |
| 2023 | 303 | $6.9M | $164,442 | $580,807 |
| 2022 | 288 | $5.4M | $154,515 | $554,089 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $37,893 | — | $37,893 |
| FRANKEL, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- FRANKEL, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,893
- Estimated Expense Ratio: 0.308% 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 | $3,262 | — | $3,262 | — | — |
| 2023 | $5,212 | — | $5,212 | — | — |
| 2022 | $7,793 | — | — | — | $7,793 |