Plan Snapshot
- Plan Sponsor: Secur-Serv INC.
- Sponsor EIN: 952767912
- Sponsor Address: 2020 S 156 CIRCLE, OMAHA, NE, 68130
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $68.9M
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. |
|---|---|---|---|---|
| 2024 | 409 | $68.9M | $1.3M | $2.5M |
| 2023 | 480 | $79.0M | $1.4M | $2.8M |
| 2022 | 463 | $82.5M | $1.6M | $3.2M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $59,801 | — | $59,801 |
| ALLIANT RETIREMENT SERVICES LLC | ACCOUNTANT | $37,624 | — | $37,624 |
| BDO USA, P. C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P. C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,425
- Estimated Expense Ratio: 0.141% 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 | $97,425 | — | — | — | — |
| 2023 | $85,487 | — | — | — | — |
| 2022 | $78,013 | — | — | — | — |