# Paulsen, INC. 401(k) Plan
Source: https://planprovider.pro/companies/paulsen-inc-470397153-001

> Paulsen, INC.'s 401(k) plan: 220 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Paulsen, INC.

- **Sponsor EIN:** 470397153

- **Sponsor Address:** P.O. BOX 17, COZAD, NE, 69130

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

- **Plan Number:** 001

- **Total Participants:** 220

- **Total Assets:** $13.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|220|$13.1M|$203,300|$580,410|

| 2023|211|$12.6M|$212,389|$605,008|

| 2022|233|$10.2M|$198,480|$592,529|

## 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 FINANCIAL SERVICES LLC|Investment Advisor|—|$33,282|$33,282|

| VOYA RETIREMENT ADVISORS, LLC|Other Service Provider|$7,288|—|$7,288|

| QUALIFIED PLAN CONSULTANTS, LLC|Recordkeeper|—|$6,491|$6,491|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,061

- **Estimated Expense Ratio:** 0.359% 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|$12,115|$7,290|$4,425|—|—|

| 2023|$8,478|$5,816|$2,487|—|—|

| 2022|$7,921|—|—|—|$7,921|

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