Plan Snapshot
- Plan Sponsor: Hausmann Construction, INC.
- Sponsor EIN: 450523054
- Sponsor Address: 8885 EXECUTIVE WOODS DR, LINCOLN, NE, 685129306
- Plan Type: 401(k)
- Total Participants: 475
- Total Assets: $23.8M
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 | 475 | $23.8M | $1.3M | $2.5M |
| 2023 | 447 | $18.7M | $1.1M | $2.1M |
| 2022 | 313 | $9.3M | $591,992 | $1.2M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FSA INC. | INVESTMENT ADVISOR | $55,146 | — | $55,146 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FSA INC. — INVESTMENT ADVISOR
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,146
- Estimated Expense Ratio: 0.232% 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 | $126,088 | $56,139 | $57,699 | — | — |
| 2023 | $100,752 | $44,634 | $49,893 | — | — |
| 2022 | $62,037 | $24,496 | — | — | $2,025 |