Plan Snapshot
- Plan Sponsor: Winnebago Tribe Of Nebraska
- Sponsor EIN: 470489118
- Sponsor Address: 100 BLUFF STREET, WINNEBAGO, NE, 68071
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 248 | $3.3M | $130,863 | $251,079 |
| 2023 | 255 | $3.1M | $122,875 | $227,266 |
| 2022 | 246 | $2.7M | $113,291 | $200,864 |
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, PC | 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 | $33,777 | — | $33,777 | — | — |
| 2023 | $30,797 | — | $30,797 | — | — |
| 2022 | $29,648 | — | $29,648 | — | — |