Plan Snapshot
- Plan Sponsor: National Research Corporation
- Sponsor EIN: 470634000
- Sponsor Address: 1245 Q STREET, LINCOLN, NE, 68508
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $55.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 365 | $55.4M | $532,280 | $3.7M |
| 2023 | 434 | $48.2M | $561,057 | $3.8M |
| 2022 | 488 | $38.6M | $581,085 | $3.9M |
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 & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY, P.C. — 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 | $100,219 | $3,565 | $96,654 | — | — |
| 2023 | $110,023 | $3,386 | $106,637 | — | — |
| 2022 | $110,172 | $3,160 | $107,012 | — | — |