Retirement plan

LIVE ON NEBRASKA 401(K) PLAN

Name: NEBRASKA ORGAN RECOVERY SYSTEM D/B/A LIVE ON NEBRASKA - LIVE ON NEBRASKA 401(K) PLAN (2024) Form 5500
Creator: NEBRASKA ORGAN RECOVERY SYSTEM D/B/A LIVE ON NEBRASKA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIVE ON NEBRASKA 401(K) PLAN, NEBRASKA ORGAN RECOVERY SYSTEM D/B/A LIVE ON NEBRASKA

NEBRASKA ORGAN RECOVERY SYSTEM D/B/A LIVE ON NEBRASKAEIN 47-0597541Plan #001PY 2024

3867 LEAVENWORTH ST. - OMAHA, NE 68105402-733-1800

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed December 27, 2021

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$7.9M

+28.8% from 2023

Total participants

105

-23.4% from 2023

Average account balance

$74,813

+68.1% from 2023

Annual return

15.38%

-6.62 pp from 2023

Benchmarks

See 5,998 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,998 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.86M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$75K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

105

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.38%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$272

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
VESTWELL3 years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017	Contract Administrator	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$29K

$272 / participant

Investment mgmt$25K88.2%
Contract admin$3K11.8%

% of EOY assets

0.364%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MCMILLEN DOVALI CO., P.C.
Auditor EIN: 470750984
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$74,813

$55,437+35.0%

$155,534-51.9%

$74,459+0.5%

Participation rate

100.0%

61.9%+38.1pp

78.2%+21.8pp

67.2%+32.8pp

Annual return

15.38%

269.58%-254.2pp

64.92%-49.5pp

1369.70%-1354.3pp

Employer contribution / active EE

$5,781

$2,266+155.1%

$4,675+23.7%

$2,626+120.2%

Participant deferral / active EE

$4,746

$2,837+67.3%

$5,630-15.7%

$4,350+9.1%

Admin fee / account holder

$272

$1,742-84.4%

$15,900-98.3%

$1,945-86.0%

Provider

Service type

Compensation

VESTWELL3 years

Service code 13 · EIN 81-3062212

360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017

Contract Administrator

LIVE ON NEBRASKA 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIVE ON NEBRASKA 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion