Plan Snapshot
- Plan Sponsor: Oncology Hematology West, P.C.
- Sponsor EIN: 470754790
- Sponsor Address: 17445 ARBOR STREET, SUITE 310, OMAHA, NE, 68130
- Plan Type: DC
- Total Participants: 347
- Total Assets: $52.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 347 | $52.1M | $2.0M | $1.6M |
| 2023 | 282 | $43.9M | $1.7M | $1.4M |
| 2022 | 279 | $38.3M | $2.9M | $1.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $137,475 | — | $137,475 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $43,214 | — | $43,214 |
| BENEFIT PLANS, INC. | CONTRACT ADMIN | $2,464 | $32,685 | $35,149 |
| OSAIC FA INC | BROKER/ADVISER | — | $27,308 | $27,308 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,146
- Estimated Expense Ratio: 0.467% 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 | $126,357 | — | — | — | — |
| 2023 | $134,388 | — | $134,388 | — | — |
| 2022 | $166,993 | $145,511 | $21,482 | — | — |