Plan Ledger DOL Form 5500 · updated monthly

Sampson Construction Co., Inc.401(k)

SAMPSON CONSTRUCTION CO. , INC. 401(K) PROFIT SHARING PLAN & TRUST · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Sampson Construction Co., Inc. reported $142,697 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,816 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 0.38% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 130th-largest of 565 plans among Nebraska employers on file, and the 1,069th of 5,337 in construction. In 2024, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,395,193
Participants with balances393
Active participants307
Employer contributions$864,592
Employee contributions$2,260,911
Employer contribution per active participant$2,816
Average account balance$123,143
Benefits paid to participants$3,301,836
Plan auditUnmodified (clean) audit opinion
AuditorBMG CERTIFIED PUBLIC ACCOUNTANTS
Plan history3
Yearassets · accounts · employer contribution
2024$48.4M · 393 accts · $865K emplr
2023$43.3M · 399 accts · $833K emplr
2022$35.9M · 392 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$122,591
Investment management$2,106
Audit (IQPA)$18,000
Total administrative$142,697
The Sampson Construction Co., Inc. 401(k) match · 2024
Employer contribution per active participant$2,816
Median for plans this size$2,416
2024$2,816 per active participant
2023$2,643 per active participant
2022$5,364 per active participant

Sampson Construction Co., Inc.'s 2024 employer contribution ran above the $2,416 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
UNION BANK & TRUST COMPANY · Claims processing · Recordkeeping$124,697
BMG CERTIFIED PUBLIC ACCOUNTANTS · Accounting / audit$18,000
MATRIX CLEARANCE AND SETTLEMENT · Securities brokerageindirect comp

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

Recordkeeper by year2
2024UNION BANK & TRUST COMPANY
2023UNION BANK & TRUST COMPANY

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

Administrative cost history3
2024$142,697 · 0.31%
2023$125,953 · 0.32%
2022$150,531 · 0.38%
Same employer
Similar plansConstruction · Nebraska
Thrasher, Inc. NE$35.6M · 0.45%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470541510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.