Plan Ledger DOL Form 5500 · updated monthly

Heritage Homes of Nebraska401(k)

HERITAGE HOMES OF NEBRASKA, INC. PROFIT SHARING PLAN · WAYNE, NE · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Heritage Homes of Nebraska reported $54,685 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $433 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 0.68% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Nebraska (376th of 565), and 9,074th of 13,661 in manufacturing. In 2024, employees put in $7.35 for every $1.00 the employer contributed; active participation has shrunk from 134 to 118 since 2022.

Plan summary
Net assets, end of year$9,355,426
Participants with balances131
Active participants118
Employer contributions$51,107
Employee contributions$375,698
Employer contribution per active participant$433
Average account balance$71,415
Benefits paid to participants$704,535
Plan auditUnmodified (clean) audit opinion
AuditorHBE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 131 accts · $51K emplr
2023$8.4M · 138 accts · $53K emplr
2022$6.9M · 140 accts · $47K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,169
Investment management$34,860
Trustee / custodial$2,656
Total administrative$54,685
The Heritage Homes of Nebraska 401(k) match · 2024
Employer contribution per active participant$433
Median for plans this size$1,313
2024$433 per active participant
2023$424 per active participant
2022$354 per active participant

Heritage Homes of Nebraska's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
TPP RETIREMENT PLAN SPECIALISTS · Recordkeeping$17,169
CREATIVE PLANNING, INC. · Investment advisory (participants) · Investment advisory (plan)$34,860

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

Recordkeeper by year2
2024TPP RETIREMENT PLAN SPECIALISTS
2023TPP RETIREMENT PLAN SPECIALISTS

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

Administrative cost history3
2024$54,685 · 0.62%
2023$48,388 · 0.63%
2022$51,976 · 0.68%
Similar plansManufacturing · Nebraska
Richardson Milling Inc. NE$10.3M · 0.07%
Centennial Plastics, Inc. NE$9.7M · 0.15%
L.B.T., Inc. NE$8.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470597251 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.