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Original filing (PDF)20250730103609NAL0002264307001
SANDHILLS GLOBAL, INC.
Form 5500
FILING_RECEIVED
SANDHILLS 401(K) PLAN
401(k) retirement plan
Active participants
942
Accounts w/ balance
556
Plan assets (EOY)
$78.0M
Net assets (EOY)
$78.0M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANDHILLS GLOBAL, INC..
Plan sponsor
Name
SANDHILLS GLOBAL, INC.
EIN
42-1097211
Address
120 WEST HARVEST DRIVE · LINCOLN, NE · 68521
Phone
(402) 479-2197
Industry
Information / Tech / Mediasee 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $69K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $75K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
Investments
34 direct securities· $78.0M(100% of reported assets)
Uncategorized
$76.9M
33 holdings
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS GROWTH FUND OF AMER R6 | — | — | — | $14.9M | 19.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | — | — | — | $7.3M | 9.4% | |
| AMERICAN FUNDS INVMT CO OF AMERICA R6 | — | — | — | $7.0M | 9.0% | |
| FIDELITY 500 INDEX | — | — | — | $5.4M | 6.9% | |
| AMERICAN FUNDS 2050 TARGET DATE FUND R6 | — | — | — | $4.0M | 5.1% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | — | — | — | $3.6M | 4.6% | |
| AMERICAN FUNDS 2055 TARGET DATE FUND R6 | — | — | — | $3.5M | 4.5% | |
| AMERICAN FUNDS SMALLCAP WORLD R6 | — | — | — | $3.5M | 4.5% | |
| AMERICAN FUNDS 2040 TARGET DATE FUND R6 | — | — | — | $3.2M | 4.1% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | — | $3.1M | 4.0% | |
| AMERICAN FUNDS 2035 TARGET DATE FUND R6 | — | — | — | $2.9M | 3.8% | |
| AMERICAN FUNDS 2045 TARGET DATE FUND R6 | — | — | — | $2.4M | 3.1% | |
| Guaranteed Interest Fund *EMPOWER SELECT GUARANTEED FUND INST | — | — | — | $2.0M | 2.5% | |
| AMERICAN FUNDS CAPITAL WORLD G/I R6 | — | — | — | $1.8M | 2.3% | |
| AMERICAN FUNDS 2060 TARGET DATE FUND R6 | — | — | — | $1.8M | 2.3% | |
| FIDELITY MD CAP INDEX | — | — | — | $1.3M | 1.6% | |
| ALLSPRING PRECIOUS METALS INSTITUTIONAL | Mutual Funds | — | — | $1.2M | 1.5% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R6 | — | — | — | $1.0M | 1.3% | |
| JHANCOCK DISCIPLINED VALUE R6 | — | — | — | $982K | 1.3% | |
| MASSMUTUAL MID CAP GROWTH I | — | — | — | $928K | 1.2% | |
| MFS MID CAP VALUE R6 | — | — | — | $859K | 1.1% | |
| FIDELITY US BOND INDEX | — | — | — | $773K | 1.0% | |
| MASSMUTUAL SMALL CP GRTH EQTY I | — | — | — | $734K | 0.9% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 | — | — | — | $690K | 0.9% | |
| FIDELITY INTERNATIONAL INDEX | — | — | — | $616K | 0.8% | |
| VICTORY INTEGRITY SMALL-CAP VALUE R6 | — | — | — | $566K | 0.7% | |
| FIDELITY ADVISOR TECHNOLOGY I | — | — | — | $426K | 0.5% | |
| AMERICAN FUNDS 2030 TARGET DATE FUND R6 | — | — | — | $377K | 0.5% | |
| INVESCO REAL ESTATE R6 | — | — | — | $322K | 0.4% | |
| VANGUARD INTERM-TERM TREASURY ADM | — | — | — | $243K | 0.3% | |
| T. ROWE PRICE NEW ERA | — | — | — | $200K | 0.3% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R6 | — | — | — | $197K | 0.3% | |
| AMERICAN FUNDS 2025 TARGET DATE FUND R6 | — | — | — | $128K | 0.2% | |
| AMERICAN FUNDS 2020 TARGET DATE FUND R6 | — | — | — | $8K | <0.1% |