Plan Snapshot
- Plan Sponsor: Kutak Rock LLP
- Sponsor EIN: 470597598
- Sponsor Address: 1650 FARNAM ST, OMAHA, NE, 681022186
- Plan Type: DC
- Total Participants: 1,017
- Total Assets: $535.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,017 | $535.8M | $16.4M | $11.0M |
| 2023 | 1,009 | $462.9M | $14.8M | $10.9M |
| 2022 | 1,010 | $389.9M | $14.4M | $10.4M |
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 |
|---|---|---|---|---|
| CHARLES SCHWAB | INVESTMENT ADVISOR | $160,196 | — | $160,196 |
| VOYA INSTITUTIONAL PLAN SERVICES, L | RECORDKEEPER | $89,330 | — | $89,330 |
| INNOVEST | INVESTMENT ADVISOR | $45,000 | — | $45,000 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB — INVESTMENT ADVISOR
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $294,526
- Estimated Expense Ratio: 0.055% 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 | $294,526 | $202,216 | $6,538 | — | — |
| 2023 | $219,930 | $115,155 | $12,598 | — | — |
| 2022 | $272,644 | — | — | — | — |