Plan Snapshot
- Plan Sponsor: Ponca Tribe Of Nebraska
- Sponsor EIN: 470744117
- Sponsor Address: 2523 WOODBINE ST, NIOBRARA, NE, 68760
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $9.9M
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 | 250 | $9.9M | $617,452 | $811,804 |
| 2023 | 203 | $9.7M | $631,476 | $819,295 |
| 2022 | 190 | $7.5M | $591,349 | $741,632 |
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 |
|---|---|---|---|---|
| SHL CPAS LLC | Auditor | — | — | $0 |
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 | $75,039 | $2,994 | — | — | — |
| 2023 | $78,765 | $1,928 | — | $12,300 | — |
| 2022 | $47,517 | — | $47,517 | — | — |