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Original filing (PDF)20251010160950NAL0004399923001
AMERICAN NATIONAL BANK
Form 5500
FILING_RECEIVED
AMERICAN NATIONAL BANK 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
521
Accounts w/ balance
695
Plan assets (EOY)
$81.8M
Net assets (EOY)
$81.8M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN NATIONAL BANK.
Plan sponsor
Name
AMERICAN NATIONAL BANK
EIN
47-0486526
Address
8990 WEST DODGE ROAD · OMAHA, NE · 681143383
Phone
(402) 399-5591
Industry
Commercial Banking· Finance & Insurancesee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $45K | — |
Investments
28 direct securities· $81.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $13.0M | 15.8% | |
| SAGIC Diversified Bond | — | — | — | $12.1M | 14.8% | |
| MassMutual Blue Chip Growth Fund | — | — | — | $9.4M | 11.5% | |
| MFS Value R6 | — | — | — | $7.9M | 9.7% | |
| Dodge & Cox Income-1 | — | — | — | $4.1M | 5.0% | |
| Vanguard Mid Cap Index Fund | — | — | — | $3.9M | 4.7% | |
| Vanguard Small Cap Index Fund | — | — | — | $3.5M | 4.3% | |
| Ishares MCI EAFE International Index | — | — | — | $3.4M | 4.1% | |
| JP Morgan Mid Cap Growth Fund | — | — | — | $3.1M | 3.8% | |
| Vanguard Intl Growth Fund | — | — | — | $3.0M | 3.6% | |
| GoldmanSachs Internl SmCap Ins | — | — | — | $2.8M | 3.4% | |
| American Funds New World Fund | — | — | — | $2.8M | 3.4% | |
| Victory Sycamore Est Value Fund | — | — | — | $2.6M | 3.2% | |
| MassMutual Overseas Fund | — | — | — | $2.5M | 3.1% | |
| Victory Sycamore Sm Co Oppt Fund | — | — | — | $2.5M | 3.1% | |
| Janus Henderson Triton Fund | — | — | — | $2.5M | 3.1% | |
| AB Global Bond | — | — | — | $1.4M | 1.7% | |
| Notes receivable from participants | — | — | — | $533K | 0.7% | |
| American Funds 2045 Trgt Date Retire R6 | — | — | — | $523K | 0.6% | |
| Transamerica International Equity Fund | — | — | — | $139K | 0.2% | |
| Self Directed Brokerage Accounts | — | — | — | $125K | 0.2% | |
| American Funds 2030 Trgt Date Retire R6 | — | — | — | $21K | <0.1% | |
| American Funds 2065 Trgt Date Retire R6 | — | — | — | $13K | <0.1% | |
| American Funds 2045 Trgt Date Retire R6 | — | — | — | $7K | <0.1% | |
| American Funds 2050 Trgt Date Retire R6 | — | — | — | $4K | <0.1% | |
| American Funds 2060 Trgt Date Retire R6 | — | — | — | $2K | <0.1% | |
| American Funds 2055 Trgt Date Retire R6 | — | — | — | $280 | <0.1% | |
| American Funds 2025 Trgt Date Retire R6 | — | — | — | $163 | <0.1% |