Plan Snapshot
- Plan Sponsor: Heritage Homes Of Nebraska
- Sponsor EIN: 470597251
- Sponsor Address: PO BOX 37, WAYNE, NE, 68787
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $9.4M
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 | 118 | $9.4M | $51,107 | $375,698 |
| 2023 | 124 | $8.4M | $52,590 | $376,956 |
| 2022 | 134 | $6.9M | $47,396 | $363,717 |
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 |
|---|---|---|---|---|
| HBE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HBE, LLP — 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 | $54,685 | $34,860 | — | — | — |
| 2023 | $48,388 | $29,312 | $19,076 | — | — |
| 2022 | $51,976 | $29,643 | $22,333 | — | — |