Plan Snapshot
- Plan Sponsor: National Arbor Day Foundation
- Sponsor EIN: 237169265
- Sponsor Address: 211 NORTH 12TH STREET, LINCOLN, NE, 68508
- Plan Type: 401(k)
- Total Participants: 510
- Total Assets: $19.5M
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 | 510 | $19.5M | $740,202 | $1.5M |
| 2023 | 491 | $16.7M | $633,246 | $1.4M |
| 2022 | 468 | $13.5M | $584,666 | $1.2M |
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 |
|---|---|---|---|---|
| HBE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HBE LLP — 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 | $89,158 | $40,938 | — | — | — |
| 2023 | $74,167 | $33,889 | — | — | — |
| 2022 | $47,522 | $28,851 | $18,671 | — | — |