Plan Ledger DOL Form 5500 · updated monthly

University of Nebraska Foundation403(b)

UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

University of Nebraska Foundation reported $41,991 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $8,809 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 0.06% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 103rd-largest of 565 plans among Nebraska employers on file, and the 1,369th of 4,798 in finance & insurance. In 2024, the employer put in $1.35 for every $1.00 employees contributed themselves; active participation has grown from 219 to 261 since 2022.

Plan summary
Net assets, end of year$65,014,639
Participants with balances411
Active participants261
Employer contributions$2,299,114
Employee contributions$1,701,049
Employer contribution per active participant$8,809
Average account balance$158,186
Benefits paid to participants$5,034,650
Plan auditDisclaimer of opinion
AuditorLUTZ & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$65.0M · 411 accts · $2.3M emplr
2023$57.4M · 403 accts · $2.1M emplr
2022$49.7M · 382 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,991
Total administrative$41,991
Employer contributions to the University of Nebraska Foundation plan · 2024
Employer contribution per active participant$8,809
Median for plans this size$3,635
2024$8,809 per active participant
2023$8,415 per active participant
2022$5,876 per active participant

University of Nebraska Foundation's 2024 employer contribution ran above the $3,635 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 · 20242
TIAA$40,697

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$41,991 · 0.07%
2023$37,502 · 0.07%
2022$30,418 · 0.06%
Same employer
Similar plansFinance & Insurance · Nebraska
Lauritzen Corporation NE$96.0M · 0.02%
American National Bank NE$81.8M · 0.15%
First York Ban Corp NE$54.7M · 0.07%
Carson Group Holdings, LLC NE$40.2M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470379839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.