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Original filing (PDF)20251008100705NAL0002907283001
SWANSON RUSSELL
Form 5500
FILING_RECEIVED
SWANSON RUSSELL 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
134
Accounts w/ balance
189
Plan assets (EOY)
$23.3M
Net assets (EOY)
$23.3M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWANSON RUSSELL.
Plan sponsor
Name
SWANSON RUSSELL
EIN
47-0467331
Address
1202 P STREET · LINCOLN, NE · 68508
Phone
(402) 437-6400
Industry
Professional & Technical Servicessee 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
2025-10-08
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLAND AND ASSOCIATES P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D.A. DAVIDSON & CO. | 81-0139474 | — | RETAINED BY EMPLOYER | $28K | — |
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $1K | — |
Investments
27 direct securities· $23.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Growth R6 Mutual Funds | — | — | — | $3.0M | 12.8% | |
| Columbia Sm Cap Gr I Inst 3 Mutual Funds | — | — | — | $1.9M | 8.3% | |
| American Wash Mutual Inv Fd R6 Mutual Funds | — | — | — | $1.8M | 7.9% | |
| American Balanced Fund R6 Mutual Funds | — | — | — | $1.7M | 7.5% | |
| Amer Target 2045 Fund R6 Mutual Funds | — | — | — | $1.6M | 6.8% | |
| Amer Target 2055 Fund R6 Mutual Funds | — | — | — | $1.4M | 6.2% | |
| DFA US Targeted Value Prt I Mutual Funds | — | — | — | $1.4M | 6.2% | |
| Fidelity 500 Index Fd Mutual Funds | — | — | — | $1.4M | 5.9% | |
| Amer Target 2050 Fund R6 Mutual Funds | — | — | — | $1.3M | 5.7% | |
| Amer Target 2035 Fund R6 Mutual Funds | — | — | — | $1.2M | 5.4% | |
| American EuroPacific Growth R6 Mutual Funds | — | — | — | $1.2M | 5.0% | |
| American Funds US Gov MMkt R6 Money Market | — | — | — | $893K | 3.8% | |
| Amer Target 2060 Fund R6 Mutual Funds | — | — | — | $821K | 3.5% | |
| American New Perspective R6 Mutual Funds | — | — | — | $802K | 3.4% | |
| Amer Target 2030 Fund R6 Mutual Funds | — | — | — | $588K | 2.5% | |
| Amer Target 2040 Fund R6 Mutual Funds | — | — | — | $369K | 1.6% | |
| Fidelity Mid Cap Index Fund Mutual Funds | — | — | — | $328K | 1.4% | |
| Fidelity Sm Cap Index Fund Mutual Funds | — | — | — | $262K | 1.1% | |
| PIMCO Total Return Instl Mutual Funds | — | — | — | $243K | 1.0% | |
| Fidelity Total Intl Index Mutual Funds | — | — | — | $178K | 0.8% | |
| Amer Target 2025 Fund R6 Mutual Funds | — | — | — | $157K | 0.7% | |
| Delaware Ltd-Term Div Inc R6 Mutual Funds | — | — | — | $150K | 0.6% | |
| Fidelity US Bond Index Fd Mutual Funds | — | — | — | $150K | 0.6% | |
| American Funds 2065 TD Ret R6 Mutual Funds | — | — | — | $138K | 0.6% | |
| DFA Emerging Markets Core Equity Mutual Funds | — | — | — | $96K | 0.4% | |
| Notes Receivable from Participants Interest Rates from 4.25% to 9.50% | — | — | — | $54K | 0.2% | |
| Amer Target 2010 Fund R6 Mutual Funds | — | — | — | $12K | <0.1% |
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