Plan Ledger DOL Form 5500 · updated monthly

Clark & Enersen, Inc.401(k)

CLARK & ENERSEN, INC. RETIREMENT PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Clark & Enersen, Inc. reported $1,805 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,152 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 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 167th-largest of 565 plans among Nebraska employers on file, and the 3,582nd of 11,654 in professional & technical services. In 2024, employees put in $2.72 for every $1.00 the employer contributed; active participation has grown from 140 to 181 since 2022.

Plan summary
Net assets, end of year$36,189,556
Participants with balances191
Active participants181
Employer contributions$751,449
Employee contributions$2,043,213
Employer contribution per active participant$4,152
Average account balance$189,474
Benefits paid to participants$1,108,368
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.2M · 191 accts · $751K emplr
2023$29.8M · 176 accts · $658K emplr
2022$23.7M · 145 accts · $458K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,805
Total administrative$1,805
The Clark & Enersen, Inc. 401(k) match · 2024
Employer contribution per active participant$4,152
Median for plans this size$2,416
2024$4,152 per active participant
2023$3,966 per active participant
2022$3,273 per active participant

Clark & Enersen, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$1,805
PRINCIPAL SECURITIES, INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$1,805 · 0.01%
2023$1,117 · 0.00%
2022$952 · 0.00%
Same employer
Similar plansProfessional & Technical Services · Nebraska
Jeo,Inc. NE$51.1M · 0.22%
Midwest Laboratories, Inc. NE$45.6M · 0.24%
Pen-Link, LTD. NE$41.2M · 0.42%
Lamp Rynearson, Inc. NE$34.7M · 0.08%
Lamson Dugan & Murray LLP NE$30.9M · 0.37%
Team Software, LLC NE$30.8M · 0.20%
Alvine & Associates, Inc. NE$30.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470468669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.