Plan Snapshot
- Plan Sponsor: Sampson Construction Co., INC.
- Sponsor EIN: 470541510
- Sponsor Address: 5825 SOUTH 14TH STREET, LINCOLN, NE, 68512
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $48.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 307 | $48.4M | $864,592 | $2.3M |
| 2023 | 315 | $43.3M | $832,568 | $2.3M |
| 2022 | 320 | $35.9M | $1.7M | $2.1M |
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 |
|---|---|---|---|---|
| BMG CERTIFIED PUBLIC ACCOUNTANTS | Auditor | $18,000 | — | $18,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,000
- Estimated Expense Ratio: 0.037% 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 | $142,697 | $2,106 | — | $18,000 | — |
| 2023 | $125,953 | $6,454 | — | $17,500 | — |
| 2022 | $150,531 | $17,500 | — | — | $133,031 |