Plan Snapshot
- Plan Sponsor: Omaha National Group, INC.
- Sponsor EIN: 812982871
- Sponsor Address: 9110 WEST DODGE ROAD, OMAHA, NE, 68114
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $11.3M
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 | 206 | $11.3M | $671,876 | $1.2M |
| 2023 | 237 | $8.5M | $641,823 | $1.1M |
| 2022 | 224 | $6.1M | $560,329 | $996,312 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $7,338 | — | $7,338 | — | — |
| 2023 | $70,597 | — | $70,597 | — | — |
| 2022 | $73,143 | — | $73,143 | — | — |