Plan Snapshot
- Plan Sponsor: Koley Jessen P.C., L.L.O.
- Sponsor EIN: 470712652
- Sponsor Address: 1125 SOUTH 103RD STREET #800, OMAHA, NE, 68124
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $62.0M
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 | 213 | $62.0M | $2.8M | $2.7M |
| 2023 | 199 | $53.3M | $2.6M | $2.6M |
| 2022 | 202 | $43.2M | $2.1M | $2.1M |
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 | $19,500 | — | $19,500 |
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: $19,500
- Estimated Expense Ratio: 0.031% 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 | $82,326 | $25,000 | $18,205 | $19,500 | — |
| 2023 | $65,030 | $25,000 | $13,100 | $10,250 | — |
| 2022 | $78,564 | — | $78,564 | — | — |