Plan Snapshot
- Plan Sponsor: Lrs Healthcare
- Sponsor EIN: 203629021
- Sponsor Address: 1120 N 103RD PLAZA SUITE 300, OMAHA, NE, 68114
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,696
- Total Assets: $17.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 1,696 | $17.2M | $1.7M | $4.5M |
| 2022 | 2,877 | $10.9M | $1.2M | $4.4M |
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 |
|---|---|---|---|---|
| USI ADVISORS, INC. | Investment Advisor | $40,564 | — | $40,564 |
| ASCENSUS HOLDINGS, INC. | Recordkeeper | $28,477 | $6,454 | $34,931 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $8,900 | — | $8,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS HOLDINGS, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,395
- Estimated Expense Ratio: 0.490% 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 |
|---|---|---|---|---|---|
| 2023 | $84,777 | $40,564 | $28,867 | — | — |
| 2022 | $30,210 | $23,920 | $6,290 | — | — |