Plan Snapshot
- Plan Sponsor: Immanuel
- Sponsor EIN: 470733774
- Sponsor Address: 1044 NORTH 115TH STREET, OMAHA, NE, 681544410
- Plan Type: 401(k)
- Total Participants: 1,420
- Total Assets: $53.4M
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 | 1,420 | $53.4M | $2.8M | $3.8M |
| 2023 | 1,398 | $44.1M | $2.5M | $3.4M |
| 2022 | 1,264 | $36.0M | $2.0M | $3.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $122,339 | — | $122,339 |
| RBC CAPITAL MARKETS LLC | INVESTMENT ADVISORY | $42,475 | $25 | $42,500 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS LLC — INVESTMENT ADVISORY
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,839
- Estimated Expense Ratio: 0.309% 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 | $164,814 | $42,475 | $122,339 | — | — |
| 2023 | $141,549 | $42,478 | $99,071 | — | — |
| 2022 | $136,860 | $42,480 | $94,380 | — | — |