Plan Snapshot
- Plan Sponsor: Omaha Standard, LLC
- Sponsor EIN: 462423518
- Sponsor Address: 3501 SOUTH 11TH STREET, COUNCIL BLUFFS, IA, 51501
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $5.2M
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 | 161 | $5.2M | $328,945 | $765,976 |
| 2023 | 170 | $4.0M | $189,614 | $459,971 |
| 2022 | 114 | $3.1M | $89,309 | $222,937 |
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 |
|---|---|---|---|---|
| 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. — 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 | $5,848 | — | $5,848 | — | — |
| 2023 | $4,538 | — | $4,538 | — | — |
| 2022 | $1,720 | — | $1,720 | — | — |