Plan Snapshot
- Plan Sponsor: O'Neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo
- Sponsor EIN: 473321166
- Sponsor Address: 121 S 13TH STREET, SUITE 800, LINCOLN, NE, 68508
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $30,564
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 17 | $30,564 | $38,187 | $116,579 |
| 2023 | 19 | $5.9M | $101,831 | $213,546 |
| 2022 | 19 | $5.7M | $95,200 | $200,587 |