Back to filter
Original filing (PDF)20250311092925NAL0017385121001
ROBERT B. DAUGHERTY FOUNDATION
Form 5500-SF
FILING_RECEIVED
ROBERT B. DAUGHERTY FOUNDATION 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT B. DAUGHERTY FOUNDATION.
Plan sponsor
Name
ROBERT B. DAUGHERTY FOUNDATION
EIN
36-3766006
Address
15000 VALMONT PLAZA STE 202 · OMAHA, NE · 68154
Phone
(402) 933-4663
Industry
Other Services (ex. Public Admin)see 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
2025-03-11
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
ST. MARK BAPTIST CHURCH, INC.
ST. MARK BAPTIST CHURCH, INC. 401(K) PLAN
$2.8M · 34 participants
LEO A. HOFFMANN CENTER, INC.
LEO A. HOFFMANN CENTER, INC. 403(B) PLAN
$2.8M · 96 participants
CHESAPEAKE CONSERVANCY, INC.
CHESAPEAKE CONSERVANCY, INC. RETIREMENT PLAN
$2.8M · 38 participants
HELEN FRANKENTHALER FOUNDATION I
HELEN FRANKENTHALER FOUNDATION INC 401K PLAN
$2.8M · 16 participants
INSTITUTE OF MAKERS OF EXPLOSIVES
IME 401(K) RETIREMENT PLAN
$2.8M · 7 participants
PROMESA BEHAVIORAL HEALTH
PROMESA BEHAVIORAL HEALTH 403(B) RETIREMENT PLAN
$2.8M · 135 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants