Plan Snapshot
- Plan Sponsor: University Of Nebraska Foundation
- Sponsor EIN: 470379839
- Sponsor Address: P.O. BOX 82555, LINCOLN, NE, 68501
- Plan Type: 403(b)
- Total Participants: 261
- Total Assets: $65.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 261 | $65.0M | $2.3M | $1.7M |
| 2023 | 249 | $57.4M | $2.1M | $1.6M |
| 2022 | 219 | $49.7M | $1.3M | $1.3M |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY — 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 | $41,991 | — | $40,696 | — | — |
| 2023 | $37,502 | $7,381 | $28,595 | — | — |
| 2022 | $30,418 | — | $30,418 | — | — |