Plan Snapshot
- Plan Sponsor: Southerncarlson, INC.
- Sponsor EIN: 270815326
- Sponsor Address: 10840 HARNEY STREET, OMAHA, NE, 68154
- Plan Type: 401(k)
- Total Participants: 1,503
- Total Assets: $93.1M
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. |
|---|---|---|---|---|
| 2024 | 1,503 | $93.1M | $2.1M | $7.8M |
| 2023 | 1,634 | $79.6M | $2.3M | $7.0M |
| 2022 | 1,393 | $63.8M | $1.9M | $6.0M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
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 | $237,145 | — | — | — | — |
| 2023 | $206,865 | — | — | — | — |
| 2022 | $182,475 | — | — | — | $53,324 |