# Leo A Daly 401(k) Plan
Source: https://planprovider.pro/companies/leo-a-daly-470363104-501

> Leo A Daly's 401(k) plan: 659 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Leo A Daly

- **Sponsor EIN:** 470363104

- **Sponsor Address:** 8600 INDIAN HILLS DRIVE, OMAHA, NE, 68114

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 659

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|659|$0|$0|$0|

| 2024|729|$0|$0|$0|

| 2023|700|$0|$0|$0|

| 2022|533|$0|$0|$0|

## 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|

| AETNA LIFE INSURANCE COMPANY|Recordkeeper|$479,378|—|$479,378|

| DELTA DENTAL OF NEBRASKA|Recordkeeper|$29,585|—|$29,585|

| AETNA BEHAVIORAL HEALTH, LLC|Recordkeeper|$10,811|—|$10,811|

| RELIASTAR LIFE INSURANCE COMPANY|Recordkeeper|$6,764|—|$6,764|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $526,538

### 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|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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