Plan Snapshot
- Plan Sponsor: Nebraska Furniture Mart, INC.
- Sponsor EIN: 470428274
- Sponsor Address: 700 S. 72ND STREET, OMAHA, NE, 68114
- Plan Type: 401(k)
- Total Participants: 4,640
- Total Assets: $400.2M
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 | 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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | $50,500 | — | $50,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,500
- Estimated Expense Ratio: 0.013% 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 | $547,160 | $132,852 | — | $50,500 | — |
| 2023 | $574,843 | $139,432 | — | $50,944 | — |
| 2022 | $739,444 | — | — | — | — |