Plan Snapshot
- Plan Sponsor: Lift Solutions, INC.
- Sponsor EIN: 470591797
- Sponsor Address: 14616 SHEPARD ST., OMAHA, NE, 68138
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 167 | $11.2M | $318,307 | $857,168 |
| 2023 | 156 | $9.0M | $300,622 | $771,178 |
| 2022 | 143 | $6.8M | $279,312 | $736,197 |
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 |
|---|---|---|---|---|
| DEBOER & ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEBOER & ASSOCIATES, 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 | $90,367 | $2,060 | $3,500 | — | — |
| 2023 | $86,864 | $540 | $2,768 | — | — |
| 2022 | $78,341 | — | $73,196 | — | — |