Plan Snapshot
- Plan Sponsor: Trego/Dugan Aviation, INC.
- Sponsor EIN: 470497791
- Sponsor Address: PO BOX 1226, NORTH PLATTE, NE, 69103
- Plan Type: 401(k)
- Total Participants: 2,142
- Total Assets: $1.8M
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 | 2,142 | $1.8M | $191,703 | $820,840 |
| 2023 | 1,961 | $1.1M | $98,843 | $397,276 |
| 2022 | 241 | $698,061 | $25,044 | $81,632 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS 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 | $121,337 | — | — | — | — |
| 2023 | $61,088 | — | — | — | — |
| 2022 | $7,686 | $7,686 | — | — | — |