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Original filing (PDF)20251009104231NAL0003827219001
KOLEY JESSEN P.C., L.L.O.
Form 5500
FILING_RECEIVED
KOLEY JESSEN P.C. 401(K) PLAN
401(k) retirement plan
Active participants
213
Accounts w/ balance
263
Plan assets (EOY)
$62.0M
Net assets (EOY)
$62.0M
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOLEY JESSEN P.C., L.L.O..
Plan sponsor
Name
KOLEY JESSEN P.C., L.L.O.
EIN
47-0712652
Address
1125 SOUTH 103RD STREET #800 · OMAHA, NE · 68124
Phone
(402) 390-9500
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | GREENWOOD VILLAGE, CO | RECORD KEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INVESTMENT ADVISORS | 47-0813106 | OMAHA, NE | ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS DBA FUTUREPLAN | 82-3719843 | SAN DIEGO, CA | CONTRACT ADMINISTRATPR | $18K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUTZ & COMPANY | 47-0625816 | OMAHA, NE | AUDITOR | $20K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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