# Kutak Rock LLP DC Plan
Source: https://planprovider.pro/companies/kutak-rock-llp-plan-001

> Kutak Rock LLP's DC plan: 1,017 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — INVESTMENT ADVISOR

- [EIDE BAILLY LLP](https://planprovider.pro/provider/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|—|—|—|—|

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