Plan Snapshot
- Plan Sponsor: Omaha Performing Arts
- Sponsor EIN: 470832480
- Sponsor Address: 1200 DOUGLAS STREET, OMAHA, NE, 68102
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $4.7M
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. |
|---|---|---|---|---|
| 2023 | 184 | $4.7M | $221,301 | $323,596 |
| 2022 | 179 | $3.7M | $180,245 | $260,020 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Recordkeeper | $68,168 | — | $68,168 |
| HUB INVESTMENT ADVISORS, INC. | Other Service Provider | — | $41,828 | $41,828 |
| ASCENSUS C/O FUTURE PLAN | Recordkeeper | — | $5,618 | $5,618 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,614
- Estimated Expense Ratio: 2.446% 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 |
|---|---|---|---|---|---|
| 2023 | $34,084 | — | $34,084 | — | — |
| 2022 | $13,944 | — | $13,944 | — | — |