Plan Snapshot
- Plan Sponsor: Swanson Russell
- Sponsor EIN: 470467331
- Sponsor Address: 1202 P STREET, LINCOLN, NE, 68508
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $23.3M
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 | 134 | $23.3M | $296,773 | $1.0M |
| 2023 | 156 | $20.5M | $178,549 | $1.0M |
| 2022 | 171 | $20.8M | $350,049 | $1.1M |
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 |
|---|---|---|---|---|
| BLAND AND ASSOCIATES P.C. | 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 | $29,097 | $27,908 | $1,189 | — | — |
| 2023 | $35,204 | $27,967 | $7,237 | — | — |
| 2022 | $33,094 | — | $1,488 | — | $31,606 |