Plan Snapshot
- Plan Sponsor: Woodhouse Ford, INC.
- Sponsor EIN: 470565206
- Sponsor Address: 12325 EMMET ST., OMAHA, NE, 68164
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,396
- Total Assets: $95.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,396 | $95.7M | $2.4M | $6.9M |
| 2023 | 1,271 | $83.8M | $2.2M | $6.4M |
| 2022 | 1,066 | $67.2M | $2.1M | $5.8M |
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 |
|---|---|---|---|---|
| MUTUAL OF OMAHA INVESTOR SERVICES, | Investment Advisor | $78,162 | — | $78,162 |
| EIDE BAILLY CPAS AND ADVISORS | Other Service Provider | $59,475 | — | $59,475 |
| ASCENSUS LLC | Other Service Provider | $37,359 | — | $37,359 |
| UNITED OF OMAHA | Other Service Provider | $21,195 | — | $21,195 |
| MESIROW | Other Service Provider | $7,158 | — | $7,158 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MUTUAL OF OMAHA INVESTOR SERVICES, — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $203,349
- Estimated Expense Ratio: 0.212% 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 | $203,349 | $85,320 | $58,554 | $59,475 | — |
| 2023 | $63,326 | — | $37,826 | $25,500 | — |
| 2022 | $38,176 | — | $36,676 | — | — |