Plan Snapshot
- Plan Sponsor: Grand Island Clinic, INC.
- Sponsor EIN: 470176330
- Sponsor Address: 2444 WEST FAIDLEY AVENUE, GRAND ISLAND, NE, 68803
- Plan Type: DC
- Total Participants: 133
- Total Assets: $47.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 133 | $47.8M | $1.5M | $598,880 |
| 2023 | 120 | $42.4M | $1.4M | $467,181 |
| 2022 | 117 | $37.1M | $1.3M | $493,425 |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY, P.C. — 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 | $80,176 | — | $80,176 | — | — |
| 2023 | $81,351 | — | $81,351 | — | — |
| 2022 | $86,965 | — | $86,965 | — | — |