Plan Snapshot
- Plan Sponsor: Nebraska Orthopaedic Center, P.C.
- Sponsor EIN: 911779832
- Sponsor Address: 6900 A STREET, SUITE 100, LINCOLN, NE, 68510
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $68.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 277 | $68.2M | $2.5M | $1.9M |
| 2023 | 260 | $60.8M | $2.4M | $1.8M |
| 2022 | 257 | $49.8M | $2.2M | $1.6M |
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 | — | — | $0 |
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: $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 | $30,579 | — | — | — | — |
| 2023 | $12,738 | — | — | — | — |
| 2022 | $20,773 | — | — | — | — |