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Original filing (PDF)20250901051358NAL0007910371001
FIRST NEBRASKA BANCS, INC.
Form 5500
FILING_RECEIVED
FIRST NEBRASKA BANCS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
150
Accounts w/ balance
156
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
30 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
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "AMER FUNDS NEW PERSP R6" is 27% of plan.
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST NEBRASKA BANCS, INC..
Plan sponsor
Name
FIRST NEBRASKA BANCS, INC.
EIN
47-0524654
Address
809 ILLINOIS STREET · SIDNEY, NE · 69162
Phone
(308) 254-7114
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
2025-09-01
Pension benefit codes
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)
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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI | $53K | — |
Investments
30 direct securities· $17.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $4.6M | 27.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $3.4M | 19.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $2.4M | 14.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $1.8M | 10.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $726K | 4.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $404K | 2.4% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $400K | 2.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $397K | 2.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $370K | 2.2% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $328K | 1.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $280K | 1.6% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $250K | 1.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $228K | 1.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $214K | 1.3% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $171K | 1.0% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $157K | 0.9% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $154K | 0.9% | |
| HARTFORD DIVIDEND & GROWTH R6 | Registered Investment Companies | — | — | $151K | 0.9% | |
| PIM RE REAL RETURN STRAT - INS | Registered Investment Companies | — | — | $140K | 0.8% | |
| DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $135K | 0.8% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $101K | 0.6% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $83K | 0.5% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $58K | 0.3% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $40K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $38K | 0.2% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $30K | 0.2% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $25K | 0.1% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $24K | 0.1% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $23K | 0.1% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $7K | <0.1% |
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