Plan Ledger DOL Form 5500 · updated monthly

Blue Valley Community Action P401(k)

403(B) THRIFT PLAN OF BLUE VALLEY COMMUNITY ACTION PARTNERSHIP · FAIRBURY, NE · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Blue Valley Community Action P reported $1,121 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $908 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 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Nebraska (523rd of 565), and 10,001st of 11,911 in health care & social assistance. In 2024, employees put in $1.08 for every $1.00 the employer contributed; active participation has grown from 94 to 104 since 2022.

Plan summary
Net assets, end of year$2,059,506
Participants with balances160
Active participants104
Employer contributions$94,436
Employee contributions$101,672
Employer contribution per active participant$908
Average account balance$12,872
Benefits paid to participants$134,858
Plan auditUnmodified (clean) audit opinion
AuditorJARRED, GILMORE & PHILLIPS, PA
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 160 accts · $94K emplr
2023$1.8M · 159 accts · $93K emplr
2022$1.4M · 156 accts · $95K emplr
The Blue Valley Community Action P 401(k) match · 2024
Employer contribution per active participant$908
Median for plans this size$1,313
2024$908 per active participant
2023$892 per active participant
2022$1,012 per active participant

Blue Valley Community Action P's 2024 employer contribution ran below the $1,313 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,121

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,121 · 0.06%
2023$308 · 0.02%
2022$379 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Radical Minds NE$1.7M · 0.15%
Florence Home NE$896K · 1.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470492640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.