Plan Ledger DOL Form 5500 · updated monthly

Ameritas Holding Company401(k)

AMERITAS 401(K) RETIREMENT PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Ameritas Holding Company reported $266,395 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,166 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 9th-largest of 565 plans among Nebraska employers on file, and the 212th of 4,798 in finance & insurance. In 2024, employees put in $1.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$821,792,248
Participants with balances3,632
Active participants2,458
Employer contributions$17,613,515
Employee contributions$18,636,138
Employer contribution per active participant$7,166
Average account balance$226,264
Benefits paid to participants$73,546,296
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$821.8M · 3,632 accts · $17.6M emplr
2023$741.6M · 3,686 accts · $16.5M emplr
2022$636.2M · 3,779 accts · $15.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$266,395
Total administrative$266,395
The Ameritas Holding Company 401(k) match · 2024
Employer contribution per active participant$7,166
Median for plans this size$4,294
2024$7,166 per active participant
2023$6,607 per active participant
2022$6,596 per active participant

Ameritas Holding Company's 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
AMERITAS LIFE INSURANCE CORP. · Recordkeeping · Loan processing$266,146

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ameritas
2023Ameritas

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$266,395 · 0.03%
2023$155,579 · 0.02%
2022$159,838 · 0.02%
All plans at this employer2
AMERITAS AGENT 401(K) RETIREMENT PLAN401(k)
AMERITAS 401(K) RETIREMENT PLAN401(k)
Same employer
Similar plansFinance & Insurance · Nebraska
Nelnet, Inc. NE$755.2M · 0.10%
National Indemnity Company NE$600.1M · 0.01%
Union Bank & Trust Company NE$317.2M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470806844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.