Plan Snapshot
- Plan Sponsor: Peter Kiewit Sons, INC.
- Sponsor EIN: 911842817
- Sponsor Address: 1550 MIKE FAHEY STREET, OMAHA, NE, 68102
- Plan Type: 401(k)
- Plan Number: 333
- Total Participants: 32,312
- Total Assets: $3.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 32,312 | $3.4B | $0 | $0 |
| 2024 | 22,958 | $2.8B | $101.4M | $169.7M |
| 2023 | 17,030 | $2.4B | $74.7M | $144.9M |
| 2022 | 16,947 | $1.8B | $48.5M | $125.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $1,649,118 | — | $1,649,118 |
| SPENCERFANE | ERISA Attorney | $199,546 | — | $199,546 |
| NEPC LLC | Other Service Provider | $183,311 | — | $183,311 |
| CERITY PARTNERS LLC | Investment Advisor | $126,662 | — | $126,662 |
| LUTZ & COMPANY, PC | Other Service Provider | $42,000 | — | $42,000 |
| CREATIVE PLANNING BILLING | Investment Advisor | $6,025 | — | $6,025 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,206,662
- Estimated Expense Ratio: 0.065% 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 | $264,837,253 | $183,311 | — | $42,000 | — |
| 2024 | $1,601,374 | $349,791 | — | $53,500 | — |
| 2023 | $1,416,594 | $340,041 | — | $39,000 | — |
| 2022 | $1,561,852 | $249,641 | — | — | $36,000 |