Plan Snapshot
- Plan Sponsor: Lamson Dugan & Murray LLP
- Sponsor EIN: 470209590
- Sponsor Address: 10306 REGENCY PARKWAY DRIVE, OMAHA, NE, 68114
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 142
- Total Assets: $34.6M
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. |
|---|---|---|---|---|
| 2025 | 142 | $34.6M | $0 | $0 |
| 2024 | 106 | $30.0M | $685,986 | $704,250 |
| 2023 | 99 | $31.0M | $671,477 | $880,126 |
| 2022 | 87 | $29.4M | $669,146 | $680,706 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $25,304 | — | $25,304 |
| DA DAVIDSON & COMPANY | Investment Advisor | $25,000 | — | $25,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,304
- Estimated Expense Ratio: 0.145% 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 |
|---|---|---|---|---|---|
| 2025 | $2,832,873 | $25,000 | $25,304 | — | — |
| 2024 | $109,657 | $6,250 | $8,298 | — | — |
| 2023 | $5,933,024 | — | — | — | — |
| 2022 | $2,485,575 | — | — | — | — |