Plan Snapshot
- Plan Sponsor: Werner Enterprises, INC.
- Sponsor EIN: 470648386
- Sponsor Address: 14507 FRONTIER RD, OMAHA, NE, 681383808
- Plan Type: 401(k)
- Total Participants: 9,919
- Total Assets: $309.6M
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 | 9,919 | $309.6M | $6.5M | $21.4M |
| 2023 | 11,481 | $280.8M | $6.7M | $21.7M |
| 2022 | 10,071 | $242.1M | $6.1M | $19.8M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $39,375 | — | $39,375 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,375
- Estimated Expense Ratio: 0.013% 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 | $515,006 | $82,500 | $393,131 | $39,375 | — |
| 2023 | $500,320 | $83,300 | $395,495 | $21,525 | — |
| 2022 | $604,049 | $87,000 | $496,786 | — | $20,263 |