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Original filing (PDF)20251015102646NAL0009069074001
FIRST NATIONAL OF NEBRASKA, INC.
Form 5500
FILING_RECEIVED
FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN
401(k) retirement plan
Active participants
4,622
Accounts w/ balance
6,305
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
10 pooled trusts
Schedule D
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 FIRST NATIONAL OF NEBRASKA, INC..
Plan sponsor
Name
FIRST NATIONAL OF NEBRASKA, INC.
EIN
47-0523079
Address
1620 DODGE STREET STOP 3072 · OMAHA, NE · 68197
Phone
(855) 470-3777
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $326K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | CONSULTANT | $152K | — |
Investments
18 direct securities · 10 pooled funds· $1.0B(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$645.4M
18 holdings
Common Collective Trust
$385.2M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Institutional Index Fund | — | — | — | $161.8M | 15.5% | |
| VOYA TARGET RETIREMENT 2045 TRUST VOYA · EIN 06-1440627 / PN 108 | Common Collective Trust | — | — | $108.3M | 10.4% | |
| VOYA TARGET RETIREMENT 2035 TRUST VOYA · EIN 06-1440627 / PN 106 | Common Collective Trust | — | — | $99.7M | 9.5% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | — | — | — | $88.9M | 8.5% | |
| VOYA TARGET RETIREMENT 2025 TRUST VOYA · EIN 06-1440627 / PN 104 | Common Collective Trust | — | — | $48.1M | 4.6% | |
| VOYA TARGET RETIREMENT 2055 TRUST VOYA · EIN 06-1440627 / PN 110 | Common Collective Trust | — | — | $46.4M | 4.4% | |
| Invesco Discovery Mid Cap Growth | — | — | — | $44.3M | 4.2% | |
| Goldman Sachs Goldman Sachs Financial Square Government Instruments Fund | — | — | — | $44.0M | 4.2% | |
| T. Rowe Price T. Rowe Price Dividend Growth | — | — | — | $43.8M | 4.2% | |
| The Vanguard Group Vanguard Total International Stock Index | — | — | — | $42.0M | 4.0% | |
| American Century American Century Equity Income Fund | — | — | — | $37.3M | 3.6% | |
| The Vanguard Group Vanguard Total Bond Market Index | — | — | — | $27.0M | 2.6% | |
| Tributary Capital Management* Tributary Small Company Fund | — | — | — | $25.5M | 2.4% | |
| The Vanguard Group Vanguard Russell 2000 Index Instl | — | — | — | $21.3M | 2.0% | |
| VOYA TARGET RETIREMENT 2040 TRUST VOYA · EIN 06-1440627 / PN 107 | Common Collective Trust | — | — | $20.7M | 2.0% | |
| The Vanguard Group Vanguard Extended Market Index Instl | — | — | — | $19.6M | 1.9% | |
| Tributary Capital Management* Tributary Balanced Fund | — | — | — | $17.9M | 1.7% | |
| VOYA TARGET RETIREMENT 2030 TRUST VOYA · EIN 06-1440627 / PN 105 | Common Collective Trust | — | — | $17.8M | 1.7% | |
| Federated Hermes Federated Hermes Total Return Bond Fund | — | — | — | $17.2M | 1.6% | |
| VOYA TARGET RETIREMENT 2050 TRUST VOYA · EIN 06-1440627 / PN 109 | Common Collective Trust | — | — | $15.2M | 1.5% | |
| T. Rowe Price T. Rowe Price Overseas Stock | — | — | — | $13.6M | 1.3% | |
| Tributary Capital Management* Tributary Short/Intermediate Bond Fund | — | — | — | $13.6M | 1.3% | |
| VOYA TARGET RETIREMENT 2060 TRUST VOYA · EIN 06-1440627 / PN 111 | Common Collective Trust | — | — | $13.1M | 1.3% | |
| T. Rowe Price T. Rowe Price Mid-Cap Value | — | — | — | $11.9M | 1.1% | |
| VOYA TARGET RETIREMENT INCOME TRUST VOYA · EIN 06-1440627 / PN 103 | Common Collective Trust | — | — | $11.0M | 1.1% | |
| January 2025 through June 2039 | — | — | — | $10.7M | 1.0% | |
| Invesco Developing Markets | — | — | — | $5.0M | 0.5% | |
| VOYA TARGET RETIREMENT 2065 TRUST VOYA · EIN 06-1440627 / PN 112 | Common Collective Trust | — | — | $4.9M | 0.5% |