Plan Snapshot
- Plan Sponsor: L. G. Roloff Construction Co., INC.
- Sponsor EIN: 470563319
- Sponsor Address: 10204 S. 152ND ST., OMAHA, NE, 68138
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 107 | $18.5M | $829,617 | $428,858 |
| 2023 | 110 | $16.7M | $1.2M | $401,863 |
| 2022 | 122 | $14.6M | $835,819 | $359,558 |
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 PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $118,853 | $86,748 | — | — | — |
| 2023 | $103,563 | $74,413 | $29,150 | — | — |
| 2022 | $108,280 | $78,581 | $29,699 | — | — |