Plan Snapshot
- Plan Sponsor: Mulhalls Nursery, INC.
- Sponsor EIN: 470659380
- Sponsor Address: 3615 N. 120TH ST., OMAHA, NE, 681642518
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $8.6M
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 | 126 | $8.6M | $132,755 | $273,776 |
| 2023 | 131 | $7.2M | $127,766 | $274,026 |
| 2022 | 137 | $5.9M | $150,346 | $317,659 |
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 |
|---|---|---|---|---|
| LUTZ AND COMPANY, PC | Auditor | $13,000 | — | $13,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ AND COMPANY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,000
- Estimated Expense Ratio: 0.151% 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 |
|---|---|---|---|---|---|
| 2024 | $521,341 | — | $14,013 | — | — |
| 2023 | $16,820 | — | — | $13,000 | — |
| 2022 | $13,500 | — | $2,250 | — | $11,250 |