# Omaha Standard, LLC 401(k) Plan
Source: https://planprovider.pro/companies/omaha-standard-llc-401k-plan-001

> Omaha Standard, LLC's 401(k) plan: 828 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Omaha Standard, LLC

- **Sponsor EIN:** 462423518

- **Sponsor Address:** 3501 S. 11TH STREET, COUNCIL BLUFFS, IA, 51501

- **Plan Type:** 401(k)

- **Total Participants:** 828

- **Total Assets:** $46.8M

## 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|828|$46.8M|$2.2M|$5.8M|

| 2023|808|$39.3M|$2.0M|$5.0M|

| 2022|772|$34.6M|$1.8M|$4.6M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$121,475|—|$121,475|

| USI ADVISORS, INC.|INVESTMENT ADVISORY|$69,980|$20|$70,000|

| LUTZ & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LUTZ & COMPANY, P.C.](https://planprovider.pro/provider/lutz-and-company-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $191,475

- **Estimated Expense Ratio:** 0.409% 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|$191,455|$69,980|$121,475|—|—|

| 2023|$173,631|$69,981|$94,050|$9,600|—|

| 2022|$174,157|$71,034|$87,373|—|$15,750|

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- [Mclaughlin Family Companies, INC.](https://planprovider.pro/companies/mclaughlin-family-companies-inc-401k-plan) — 691 participants

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