Plan Snapshot
- Plan Sponsor: Nebraska Furniture Mart, INC.
- Sponsor EIN: 470428274
- Sponsor Address: 700 S. 72ND STREET, OMAHA, NE, 68114
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 5,802
- Total Assets: $468.5M
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. |
|---|---|---|---|---|
| 2025 | 5,802 | $468.5M | $0 | $0 |
| 2024 | 4,640 | $400.2M | $6.9M | $23.5M |
| 2023 | 4,880 | $349.4M | $6.4M | $21.7M |
| 2022 | 4,955 | $290.3M | $6.0M | $20.5M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $420,663 | — | $420,663 |
| VANGUARD ADVISERS INC. | Other Service Provider | $57,918 | — | $57,918 |
| WHITLEY PENN LLP | Auditor | $55,070 | — | $55,070 |
| HUB INVESTMENT ADVISORS, INC. | Other Service Provider | $34,500 | — | $34,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $568,151
- Estimated Expense Ratio: 0.121% 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 |
|---|---|---|---|---|---|
| 2025 | $37,876,521 | $147,439 | — | $55,070 | — |
| 2024 | $547,160 | $132,852 | — | $50,500 | — |
| 2023 | $574,843 | $139,432 | — | $50,944 | — |
| 2022 | $739,444 | — | — | — | — |