Plan Snapshot
- Plan Sponsor: Nebraska Pediatric Practice, INC.
- Sponsor EIN: 263064869
- Sponsor Address: 8200 DODGE ST., OMAHA, NE, 68144
- Plan Type: 403(b)
- Total Participants: 308
- Total Assets: $120.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 308 | $120.3M | $7.9M | $4.2M |
| 2023 | 305 | $101.1M | $7.4M | $4.0M |
| 2022 | 277 | $79.6M | $6.9M | $3.5M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | NONE | $97,861 | — | $97,861 |
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $76,830 | — | $76,830 |
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,691
- Estimated Expense Ratio: 0.145% 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 | $174,691 | $97,861 | — | — | — |
| 2023 | $137,972 | $76,243 | — | — | — |
| 2022 | $167,504 | $91,061 | — | — | $76,443 |