Plan Snapshot
- Plan Sponsor: Makovicka-Harms Group, P.C.
- Sponsor EIN: 264283460
- Sponsor Address: 4235 N. 90TH ST., OMAHA, NE, 68134
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $7.1M
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. |
|---|---|---|---|---|
| 2024 | 141 | $7.1M | $248,603 | $495,024 |
| 2023 | 140 | $5.5M | $236,842 | $477,896 |
| 2022 | 133 | $4.1M | $216,672 | $411,825 |
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 |
|---|---|---|---|---|
| SP GROUP, P.C. | Auditor | — | — | $0 |
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 | $62,926 | — | $62,926 | — | — |
| 2023 | $50,252 | — | $50,252 | — | — |
| 2022 | $42,410 | — | $42,410 | — | — |