Plan Snapshot
- Plan Sponsor: Signature Performance INC
- Sponsor EIN: 260590841
- Sponsor Address: 10250 REGENCY CIRCLE SUITE 500, OMAHA, NE, 68114
- Plan Type: 401(k)
- Total Participants: 1,004
- Total Assets: $26.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,004 | $26.9M | $2.4M | $3.6M |
| 2023 | 947 | $18.2M | $1.2M | $2.7M |
| 2022 | 870 | $12.6M | $767,524 | $2.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $137,415 | — | $137,415 |
| RBC CAPITAL MARKETS LLC | Investment Advisor | — | $44,456 | $44,456 |
| PENSION ADMINISTRATORS LLC | Recordkeeper | $26,905 | — | $26,905 |
| BERGANKVD | Investment Advisor | $26,500 | — | $26,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- RBC CAPITAL MARKETS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $235,276
- Estimated Expense Ratio: 0.873% 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 | $190,989 | — | $190,989 | — | — |
| 2023 | $125,984 | — | $125,984 | — | — |
| 2022 | $96,503 | — | — | — | $96,503 |