Plan Ledger DOL Form 5500 · updated monthly

Baird Holm LLP401(k)

BAIRD HOLM LLP PROFIT SHARING PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Baird Holm LLP reported $209,270 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $14,055 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 fell from 0.22% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 55th-largest of 565 plans among Nebraska employers on file, and the 1,385th of 11,654 in professional & technical services. In 2024, the employer put in $1.12 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$109,495,171
Participants with balances198
Active participants168
Employer contributions$2,361,169
Employee contributions$2,117,553
Employer contribution per active participant$14,055
Average account balance$553,006
Benefits paid to participants$2,932,663
Plan auditUnmodified (clean) audit opinion
AuditorMCFARLIN & BROKKE, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$109.5M · 198 accts · $2.4M emplr
2023$92.8M · 208 accts · $2.0M emplr
2022$81.5M · 193 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,287
Investment management$1,150
Audit (IQPA)$13,100
Total administrative$209,270
The Baird Holm LLP 401(k) match · 2024
Employer contribution per active participant$14,055
Median for plans this size$3,635
2024$14,055 per active participant
2023$11,801 per active participant
2022$12,995 per active participant

Baird Holm LLP's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20246
BRIDGES INVESTMENT MANAGEMENT INC · Investment advisory (participants)$88,179
USI ADVISORS, INC. · Investment advisory (plan)$40,000
D.A. DAVIDSON & CO. · Investment advisory (participants)$23,070
ARBOR POINT ADVISORS · Investment advisory (participants)$19,756
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,662
MCFARLIN & BROKKE PC · Accounting / audit$13,100

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

Administrative cost history3
2024$209,270 · 0.21%
2023$208,753 · 0.24%
2022$193,305 · 0.22%
Same employer
Similar plansProfessional & Technical Services · Nebraska
Tenaska, Inc NE$390.4M · 0.04%
Oei, Inc. NE$276.6M · 0.14%
Gallup, Inc. NE$263.1M · 0.10%
Leo a Daly Company NE$172.6M · 0.11%
Cassling NE$78.5M · 0.14%
Celerion, Inc. NE$68.0M · 0.23%
Koley Jessen P.C., L.L.O. NE$62.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470389074 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.