Plan Snapshot
- Plan Sponsor: Oei, INC.
- Sponsor EIN: 470532319
- Sponsor Address: 601 P STREET, LINCOLN, NE, 68508
- Plan Type: 401(k)
- Total Participants: 2,076
- Total Assets: $276.6M
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 | 2,076 | $276.6M | $5.4M | $19.4M |
| 2023 | 1,900 | $226.0M | $4.6M | $17.1M |
| 2022 | 1,755 | $175.1M | $5.2M | $14.7M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS. | RETAINED BY PLAN SPONSOR | $214,147 | — | $214,147 |
| D.A. DAVIDSON & CO. | INVESTMENT ADVISOR | $135,013 | — | $135,013 |
| LUTZ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS. — RETAINED BY PLAN SPONSOR
- D.A. DAVIDSON & CO. — INVESTMENT ADVISOR
- LUTZ — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $349,160
- Estimated Expense Ratio: 0.126% 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 | $349,160 | $135,013 | $214,147 | — | — |
| 2023 | $299,767 | $125,950 | $173,817 | — | — |
| 2022 | $297,745 | $277,934 | $19,811 | — | — |