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Original filing (PDF)20251010105617NAL0007553937001
AMBITIONS, INC
Form 5500
FILING_RECEIVED
AMBITIONS 401 K PLAN
401(k) retirement plan
Signals · 1
~95 bps in Sched C fees
Active participants
1,110
Accounts w/ balance
1,276
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
1 pooled trust
Schedule D
86 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 95 bps in Schedule C fees — 228% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMBITIONS, INC.
Plan sponsor
Name
AMBITIONS, INC
EIN
20-5129505
Address
8020 S RAINBOW BLVD, SUITE 670 · LAS VEGAS, NV · 89139
Phone
(509) 321-0414
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 91-1918299 | COLUMBUS, OH | RECORDKEEPER | $157K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC TRUST INVESTMENT ADVISORS LLC | 47-1495882 | RICHLAND, WA | ADVISOR | $42K | — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL BENEFIT SERVICES | 93-0998477 | SALEM, OR | TPA | $18K | — |
Investments
86 direct securities · 1 pooled fund· $25.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$25.0M
86 holdings
Pooled Separate Account
$744K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 Instl. Mutual fund N/A | — | — | — | $3.5M | 13.8% | |
| Neuberger Berman Long Short Mutual fund N/A | — | — | — | $2.1M | 8.3% | |
| Nuveen Lifecycle Index 2040 Instl. Mutual fund N/A | — | — | — | $2.0M | 8.0% | |
| Nuveen Lifecycle Index 2025 Instl. Mutual fund N/A | — | — | — | $1.6M | 6.3% | |
| Nuveen Lifecycle Index 2050 Instl. Mutual fund N/A | — | — | — | $1.4M | 5.7% | |
| Nuveen Lifecycle Index 2055 Instl. Mutual fund N/A | — | — | — | $1.3M | 5.3% | |
| Nuveen Lifecycle Index 2045 Instl. Mutual fund N/A | — | — | — | $1.2M | 4.7% | |
| Nuveen Lifecycle Index 2030 Instl. Mutual fund N/A | — | — | — | $1.1M | 4.3% | |
| Nationwide Fixed Select Option Guaranteed investment contract N/A | — | — | — | $744K | 3.0% | |
| POOLED SEPERATE ACCOUNTS NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $744K | 3.0% | |
| Nuveen Lifecycle Index 2060 Instl. Mutual fund N/A | — | — | — | $719K | 2.9% | |
| Fidelity 500 Index Mutual fund N/A | — | — | — | $488K | 1.9% | |
| Hartford Core Equity Fund Mutual fund N/A | — | — | — | $469K | 1.9% | |
| Vanguard Growth Index Mutual fund N/A | — | — | — | $460K | 1.8% | |
| American Funds American Balanced Mutual fund N/A | — | — | — | $457K | 1.8% | |
| Nuveen Lifecycle Index 2010 Instl. Mutual fund N/A | — | — | — | $444K | 1.8% | |
| Nationwide NYSE Arca Tech 100 Index Mutual fund N/A | — | — | — | $334K | 1.3% | |
| Fidelity U.S. Bond Index Mutual fund N/A | — | — | — | $270K | 1.1% | |
| Vanguard Mid Cap Index Mutual fund N/A | — | — | — | $266K | 1.1% | |
| Vanguard Small Cap Index Mutual fund N/A | — | — | — | $266K | 1.1% | |
| Dodge & Cox International Stock I Mutual fund N/A | — | — | — | $260K | 1.0% | |
| Goldman Sachs GQG Partners Intl. Mutual fund N/A | — | — | — | $256K | 1.0% | |
| Fidelity International Index Mutual fund N/A | — | — | — | $243K | 1.0% | |
| Vanguard 500 Index Mutual fund N/A | — | — | — | $241K | 1.0% | |
| Vanguard Developed Markets Index Mutual fund N/A | — | — | — | $235K | 0.9% | |
| Nuveen Lifecycle Index 2020 Instl. Mutual fund N/A | — | — | — | $233K | 0.9% | |
| Nationwide Loomis All Cap Growth Mutual fund N/A | — | — | — | $230K | 0.9% | |
| Fidelity Select Semiconductors Mutual fund N/A | — | — | — | $229K | 0.9% | |
| Avantis U.S. Large Cap Value Mutual fund N/A | — | — | — | $221K | 0.9% | |
| JPMorgan Large Cap Growth Mutual fund N/A | — | — | — | $199K | 0.8% | |
| PGIM Total Return Bond R6 Mutual fund N/A | — | — | — | $191K | 0.8% | |
| JPMorgan Equity Income Mutual fund N/A | — | — | — | $189K | 0.8% | |
| Avantis Emerging Markets Equity Fund Mutual fund N/A | — | — | — | $187K | 0.7% | |
| Nuveen Lifecycle Index 2065 Instl. Mutual fund N/A | — | — | — | $187K | 0.7% | |
| BlackRock High Yield Bond Mutual fund N/A | — | — | — | $180K | 0.7% | |
| Fidelity Advisor Growth Opp. Mutual fund N/A | — | — | — | $170K | 0.7% | |
| Federated Government Obligations Money market mutual fund N/A | — | — | — | $130K | 0.5% | |
| Fidelity Large Cap Growth Index Mutual fund N/A | — | — | — | $121K | 0.5% | |
| Fidelity Advisor Small Cap I Mutual fund N/A | — | — | — | $115K | 0.5% | |
| Vanguard Total Bond Market Index Mutual fund N/A | — | — | — | $114K | 0.5% | |
| Eaton Vance Dividend Builder Mutual fund N/A | — | — | — | $109K | 0.4% | |
| MFS Mid Cap Growth R6 Mutual fund N/A | — | — | — | $108K | 0.4% | |
| Principal Global Real Estate Securities Mutual fund N/A | — | — | — | $108K | 0.4% | |
| BlackRock Total Return K Mutual fund N/A | — | — | — | $107K | 0.4% | |
| PIMCO Funds Real Return Fund Instl. Mutual fund N/A | — | — | — | $107K | 0.4% | |
| AB Global Bond Mutual fund N/A 859 Diamond Hill Mid Cap Mutual fund N/A | — | — | — | $107K | 0.4% | |
| Legal & General Commodity Strategy Fund Mutual fund N/A | — | — | — | $96K | 0.4% | |
| Allspring Precious Metals Insti Mutual fund N/A | — | — | — | $95K | 0.4% | |
| AB Global Bond Fund Mutual fund N/A | — | — | — | $87K | 0.3% | |
| Vanguard Total Stock Market Index Mutual fund N/A | — | — | — | $87K | 0.3% | |
| JPMorgan US Equity R6 Mutual fund N/A | — | — | — | $76K | 0.3% | |
| Vanguard Value Index Mutual fund N/A | — | — | — | $72K | 0.3% | |
| BlackRock Mid-Cap Growth Equity Mutual fund N/A | — | — | — | $69K | 0.3% | |
| Vanguard Large Cap Index Mutual fund N/A | — | — | — | $64K | 0.3% | |
| Vanguard Explorer Admiral Shares Mutual fund N/A | — | — | — | $56K | 0.2% | |
| Avantis U.S. Small Cap Value Mutual fund N/A | — | — | — | $55K | 0.2% | |
| Nationwide Gqg Us Quality Equity Fund Mutual fund N/A | — | — | — | $49K | 0.2% | |
| Vanguard Real Estate Index Mutual fund N/A | — | — | — | $47K | 0.2% | |
| Vanguard Wellesley Income Admiral Mutual fund N/A | — | — | — | $42K | 0.2% | |
| Federated Hermes Institutional Mutual fund N/A | — | — | — | $34K | 0.1% | |
| Janus Henderson Research Fund Mutual fund N/A | — | — | — | $31K | 0.1% | |
| JP Morgan Large Cap Growth Fund Mutual fund N/A | — | — | — | $29K | 0.1% | |
| JP Morgan Large Cap Growth R3 Fund Mutual fund N/A | — | — | — | $29K | 0.1% | |
| Fidelity Advisor Equity Growth Mutual fund N/A | — | — | — | $28K | 0.1% | |
| Fidelity Inflation-Protected Bond Mutual fund N/A | — | — | — | $28K | 0.1% | |
| Nuveen Lifecycle Index 2015 Instl. Mutual fund N/A | — | — | — | $27K | 0.1% | |
| Fidelity Government Money Market Money market mutual fund N/A | — | — | — | $27K | 0.1% | |
| Vanguard Emerging Markets Stock Mutual fund N/A | — | — | — | $26K | 0.1% | |
| Nuveen Lifecycle Index Retirement Mutual fund N/A | — | — | — | $24K | <0.1% | |
| T. Rowe Price Spectrum Mod Growth Mutual fund N/A | — | — | — | $23K | <0.1% | |
| Vanguard Balanced Index Mutual fund N/A | — | — | — | $19K | <0.1% | |
| Touchstone Active Bond Mutual fund N/A | — | — | — | $17K | <0.1% | |
| AB High Income Fund Mutual fund N/A | — | — | — | $16K | <0.1% | |
| Franklin Gold and Precious Metals Fund Mutual fund N/A | — | — | — | $15K | <0.1% | |
| Vanguard Short-Term Corporate Bond Mutual fund N/A | — | — | — | $12K | <0.1% | |
| Vanguard Intermediate-Term Treasury Mutual fund N/A | — | — | — | $10K | <0.1% | |
| Lord Abbett Floating Rate R4 Fund Mutual fund N/A | — | — | — | $9K | <0.1% | |
| Blackrock Floating Rate Income Fund Mutual fund N/A | — | — | — | $8K | <0.1% | |
| Vanguard Total International Bond Mutual fund N/A | — | — | — | $8K | <0.1% | |
| DFA Emerging Markets Core Equity Mutual fund N/A | — | — | — | $6K | <0.1% | |
| PIMCO StocksPLUS Intl. Hedged Mutual fund N/A | — | — | — | $6K | <0.1% | |
| Fidelity Total Market Index Mutual fund N/A | — | — | — | $6K | <0.1% | |
| Fidelity Advisor Dividend Growth Fund Mutual fund N/A | — | — | — | $5K | <0.1% | |
| Goldman Sachs Commodity Strategy Fund Mutual fund N/A | — | — | — | $4K | <0.1% | |
| PIMCO Commodity Real Return Mutual fund N/A | — | — | — | $4K | <0.1% | |
| Fidelity Environment And Alternative Energy F Mutual fund N/A | — | — | — | $2K | <0.1% | |
| Self-directed Brokerage Accounts Self-directed brokerage N/A | — | — | — | $1K | <0.1% |