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Original filing (PDF)20250922160014NAL0005415825001
NEBRASKA PEDIATRIC PRACTICE, INC.
Form 5500
FILING_RECEIVED
NEBRASKA PEDIATRIC PRACTICE, INC. SECTION 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 2
49% in single holdingNo recordkeeper disclosed
Active participants
308
Accounts w/ balance
372
Plan assets (EOY)
$120.3M
Net assets (EOY)
$120.3M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
76
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TotalValue of Interest in Registered Investment Companies" is 49% of plan.
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEBRASKA PEDIATRIC PRACTICE, INC..
Plan sponsor
Name
NEBRASKA PEDIATRIC PRACTICE, INC.
EIN
26-3064869
Address
8200 DODGE ST. · OMAHA, NE · 68144
Phone
(402) 955-6016
Industry
Offices of Physicians· 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
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | — | CHARLOTTE, NC | NONE | $98K | — |
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $77K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
34 direct securities· $240.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TotalValue of Interest in Registered Investment Companies | — | — | $109.4M | $118.3M | 98.4% | |
| Vanguard Target Retirement 2050 Fund N/A | — | — | — | $17.1M | 14.2% | |
| Vanguard Institutional Index Fund N/A | — | — | — | $16.4M | 13.6% | |
| Vanguard Target Retirement 2040 Fund N/A | — | — | — | $14.4M | 12.0% | |
| Vanguard Target Retirement 2045 Fund N/A | — | — | — | $8.5M | 7.0% | |
| Vanguard Extended Market Index Fund N/A | — | — | — | $5.8M | 4.8% | |
| Vanguard Target Retirement 2030 Fund N/A | — | — | — | $5.5M | 4.6% | |
| Dodge & Cox Dodge & Cox Stock Fund Class X N/A | — | — | — | $4.9M | 4.1% | |
| Vanguard Total International Stock Fund N/A | — | — | — | $4.5M | 3.7% | |
| Dodge & Cox Dodge & Cox Income Fund Class X N/A | — | — | — | $4.2M | 3.5% | |
| Vanguard Target Retirement 2035 Fund N/A | — | — | — | $4.0M | 3.3% | |
| JPMorgan Large Cap Growth Fund Class R6 N/A | — | — | — | $3.9M | 3.3% | |
| T. Rowe Price T. Rowe Price Diversified Small-Cap Fund N/A | — | — | — | $3.8M | 3.1% | |
| Glenmede Small Cap Equity Fund Instl Share N/A | — | — | — | $3.4M | 2.8% | |
| Vanguard Short Term Bond Index Fund N/A | — | — | — | $3.3M | 2.7% | |
| Capital Group American Funds Europacific Growth Fund Class R6 N/A | — | — | — | $3.2M | 2.7% | |
| Vanguard Target Retirement 2055 Fund N/A | — | — | — | $3.2M | 2.7% | |
| Parnassus Core Equity Fund N/A | — | — | — | $2.4M | 2.0% | |
| Vanguard Federal Money Market Fund N/A | — | — | — | $2.1M | 1.8% | |
| Artisan Intl Sm/Mid-Inst Artisan Intl Sm/Mid-Inst | — | — | $2.0M | $2.0M | 1.7% | |
| Vanguard Target Retirement 2025 Fund N/A | — | — | — | $1.9M | 1.6% | |
| Vanguard Target Retirement 2060 Fund N/A | — | — | — | $1.6M | 1.4% | |
| Self-Directed Brokerage Accounts Various N/A | — | — | — | $1.1M | 0.9% | |
| TotalInterest-Bearing Cash | — | — | $1.1M | $1.1M | 0.9% | |
| Schwab Money Market Fund Schwab Money Market Fund | — | — | $1.1M | $1.1M | 0.9% | |
| Vanguard Inflation-Protected Securities Fund N/A | — | — | — | $886K | 0.7% | |
| Vanguard Target Retirement 2020 Fund N/A | — | — | — | $802K | 0.7% | |
| VALUE ASSETS NON-INTEREST BEARING CASH | — | — | $652K | $652K | 0.5% | |
| Participant Loans * Master Participant Loan - Interest rate range 4.25% - 9.50% Master Participant Loan | — | — | $224K | $224K | 0.2% | |
| from March 2026 to October 2029) N/A | — | — | — | $224K | 0.2% | |
| Vanguard Target Retirement Income Fund N/A | — | — | — | $200K | 0.2% | |
| Vanguard Target Retirement 2070 Fund N/A | — | — | — | $141K | 0.1% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund Class R6 N/A | — | — | — | $86K | <0.1% | |
| MFS Mid Cap Value Fund Class R6 N/A | — | — | — | $39K | <0.1% |
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