Plan Snapshot
- Plan Sponsor: Nyemaster, Goode, West, Hansell, & O'Brien
- Sponsor EIN: 421154516
- Sponsor Address: 700 WALNUT, SUITE 1600, DES MOINES, IA, 50309
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 132
- Total Assets: $597,993
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 132 | $597,993 | $1.6M | $368,635 |
| 2023 | 134 | $423,052 | $1.6M | $361,790 |
| 2022 | 131 | $568,806 | $1.5M | $324,050 |
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 |
|---|---|---|---|---|
| WELLMARK BLUE CROSS BLUE SHIELD IA | Other Service Provider | $104,771 | — | $104,771 |
| TRUE NORTH | Other Service Provider | $13,929 | — | $13,929 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,700
- Estimated Expense Ratio: 19.850% 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 | $562,323 | — | $562,323 | — | — |
| 2023 | $567,615 | — | $519,785 | — | — |
| 2022 | $495,879 | — | $453,414 | — | $42,465 |