# Koley Jessen P.C., L.L.O. 401(k) Plan
Source: https://planprovider.pro/companies/koley-jessen-p-c-l-l-o-401k-plan

> Koley Jessen P.C., L.L.O.'s 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/lutz-and-company-pc) — 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|—|—|

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