Plan Ledger DOL Form 5500 · updated monthly

Winnebago Tribe of Nebraska401(k)

WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN · WINNEBAGO, NE · plan year 2024

Reported admin expense ratio · 2024
1.06%

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

Winnebago Tribe of Nebraska reported $33,777 in plan administrative expenses for 2024: 1.06% of average plan assets, higher than ~75% of peers. Employer contributions averaged $528 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 0.99% to 1.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other public administration employers. By assets it is among the smaller plans on file in Nebraska (504th of 565), and 71st of 90 in public administration. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,269,324
Participants with balances123
Active participants248
Employer contributions$130,863
Employee contributions$251,079
Employer contribution per active participant$528
Average account balance$26,580
Benefits paid to participants$529,859
Plan auditUnmodified (clean) audit opinion
AuditorBLAND AND ASSOCIATES, PC
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 123 accts · $131K emplr
2023$3.1M · 145 accts · $123K emplr
2022$2.7M · 158 accts · $113K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,777
Total administrative$33,777
The Winnebago Tribe of Nebraska 401(k) match · 2024
Employer contribution per active participant$528
Median for plans this size$1,313
2024$528 per active participant
2023$482 per active participant
2022$461 per active participant

Winnebago Tribe 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 · 20241
JOHN HANCOCK LIFE INSURANCE COPMANY · Recordkeeping · Investment management$6,927

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$33,777 · 1.06%
2023$30,797 · 1.06%
2022$29,648 · 0.99%
Similar plansPublic Administration · Nebraska
Trehab PA$4.1M · 1.00%
Flint & Genesee Group MI$3.0M · 0.84%
Worknet Pinellas, Inc. FL$2.9M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470489118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.