Plan Ledger DOL Form 5500 · updated monthly

Heimes Corp.401(k)

HEIMES CORP. 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Heimes Corp. reported $41,995 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $754 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 0.54% to 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Nebraska (384th of 565), and 3,238th of 5,337 in construction. In 2024, employees put in $5.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,032,002
Participants with balances104
Active participants131
Employer contributions$98,778
Employee contributions$538,554
Employer contribution per active participant$754
Average account balance$86,846
Benefits paid to participants$169,027
Plan auditUnmodified (clean) audit opinion
AuditorDARST BRUNE & ASSOCIATES, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 104 accts · $99K emplr
2023$7.5M · 95 accts · $84K emplr
2022$5.9M · 101 accts · $76K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,738
Investment management$1,015
Total administrative$41,995
The Heimes Corp. 401(k) match · 2024
Employer contribution per active participant$754
Median for plans this size$1,313
2024$754 per active participant
2023$610 per active participant
2022$616 per active participant

Heimes Corp.'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 · 20243
FIRST INTERSTATE WEALTH MANAGEMENT$27,242
EMPOWER ADVISORY GROUP, LLC · Investment management$1,015

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$41,995 · 0.51%
2023$34,420 · 0.52%
2022$33,942 · 0.54%
Similar plansConstruction · Nebraska
Aoi Corporation NE$9.7M · 0.24%
Bauer Underground, Inc. NE$7.2M · 0.96%
Snell Services, Inc. NE$6.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880402767 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.