Plan Snapshot
- Plan Sponsor: Oneworld Community Health Centers, INC.
- Sponsor EIN: 470548990
- Sponsor Address: 4920 S. 30TH STREET, OMAHA, NE, 68107
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 720
- Total Assets: $35.1M
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. |
|---|---|---|---|---|
| 2025 | 720 | $35.1M | $0 | $0 |
| 2024 | 600 | $30.0M | $1.2M | $1.9M |
| 2023 | 689 | $24.9M | $1.2M | $1.9M |
| 2022 | 583 | $20.0M | $1.1M | $1.7M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $138,966 | — | $138,966 |
| EMPOWER ANNUITY INSURANCE | Recordkeeper | $36,052 | — | $36,052 |
| BENEFIT PLANS, INC | Other Service Provider | $17,470 | $3,773 | $21,243 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $196,261
- Estimated Expense Ratio: 0.559% 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 |
|---|---|---|---|---|---|
| 2025 | $3,289,822 | $138,966 | $17,470 | — | — |
| 2024 | $178,921 | $61,905 | — | — | — |
| 2023 | $126,630 | $49,273 | $77,357 | — | — |
| 2022 | $128,235 | $47,524 | $80,711 | — | — |