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Original filing (PDF)20250922082543NAL0002058931001
PHYSICIANS LABORATORY, P.C.
Form 5500
FILING_RECEIVED
PHYSICIANS LABORATORY PROFIT SHARING 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
140
Accounts w/ balance
109
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
49 pooled trusts
Schedule D
51 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
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHYSICIANS LABORATORY, P.C..
Plan sponsor
Name
PHYSICIANS LABORATORY, P.C.
EIN
47-0535862
Address
4840 F ST · OMAHA, NE · 681171407
Phone
(402) 738-5061
Industry
Health Care & Social Assistancesee 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
2025-09-22
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MASIMORE, MAGNUSON & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPING | $282 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN CONSULTANTS, LLC | 20-0223513 | — | TPA | $0 | — |
Investments
49 direct securities · 49 pooled funds· $24.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$12.8M
49 holdings
Uncategorized
$11.4M
49 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock USA | — | — | — | $1.7M | 12.9% | |
| AB LARGE CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.7M | 12.9% | |
| John Hancock USA | — | — | — | $1.5M | 11.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 11.9% | |
| JOHN HANCOCK BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 10.1% | |
| John Hancock USA | — | — | — | $799K | 6.2% | |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $799K | 6.2% | |
| John Hancock USA | — | — | — | $742K | 5.8% | |
| INVESCO GLOBAL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $742K | 5.8% | |
| John Hancock USA | — | — | — | $734K | 5.7% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $734K | 5.7% | |
| John Hancock USA | — | — | — | $688K | 5.3% | |
| PUTNAM LARGE CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $688K | 5.3% | |
| John Hancock USA | — | — | — | $592K | 4.6% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $592K | 4.6% | |
| John Hancock USA | — | — | — | $456K | 3.5% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $456K | 3.5% | |
| John Hancock USA | — | — | — | $426K | 3.3% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $426K | 3.3% | |
| MFS UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $290K | 2.3% | |
| John Hancock USA | — | — | — | $290K | 2.3% | |
| John Hancock USA | — | — | — | $286K | 2.2% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $286K | 2.2% | |
| John Hancock USA | — | — | — | $284K | 2.2% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $284K | 2.2% | |
| John Hancock USA | — | — | — | $252K | 2.0% | |
| T. ROWE PRICE EQUITY INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $252K | 2.0% | |
| John Hancock USA | — | — | — | $236K | 1.8% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $236K | 1.8% | |
| John Hancock USA | — | — | — | $204K | 1.6% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $204K | 1.6% | |
| John Hancock USA | — | — | — | $196K | 1.5% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $196K | 1.5% | |
| John Hancock USA | — | — | — | $155K | 1.2% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $155K | 1.2% | |
| John Hancock USA | — | — | — | $148K | 1.1% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $148K | 1.1% | |
| John Hancock USA | — | — | — | $137K | 1.1% | |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $137K | 1.1% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $137K | 1.1% | |
| John Hancock USA | — | — | — | $118K | 0.9% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $118K | 0.9% | |
| John Hancock USA | — | — | — | $111K | 0.9% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $111K | 0.9% | |
| John Hancock USA | — | — | — | $103K | 0.8% | |
| ALLSPRING SPECIAL MIDCAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $103K | 0.8% | |
| John Hancock USA | — | — | — | $102K | 0.8% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $102K | 0.8% | |
| John Hancock USA | — | — | — | $96K | 0.7% | |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $96K | 0.7% | |
| Participant Loans | — | — | — | $87K | 0.7% | |
| John Hancock USA | — | — | — | $84K | 0.7% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $84K | 0.7% | |
| John Hancock USA | — | — | — | $80K | 0.6% | |
| T. ROWE PRICE SPECTRUM INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $80K | 0.6% | |
| John Hancock USA | — | — | — | $73K | 0.6% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $73K | 0.6% | |
| John Hancock USA | — | — | — | $71K | 0.6% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $71K | 0.6% | |
| John Hancock USA | — | — | — | $70K | 0.5% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $70K | 0.5% | |
| John Hancock USA | — | — | — | $67K | 0.5% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $67K | 0.5% | |
| John Hancock USA | — | — | — | $66K | 0.5% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $66K | 0.5% | |
| John Hancock USA | — | — | — | $62K | 0.5% | |
| DODGE & COX INTERNATIONAL ST JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $62K | 0.5% | |
| John Hancock USA | — | — | — | $62K | 0.5% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $62K | 0.5% | |
| John Hancock USA | — | — | — | $60K | 0.5% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $60K | 0.5% | |
| John Hancock USA | — | — | — | $58K | 0.5% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $58K | 0.5% | |
| John Hancock USA | — | — | — | $55K | 0.4% | |
| VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $55K | 0.4% | |
| John Hancock USA | — | — | — | $44K | 0.3% | |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $44K | 0.3% | |
| John Hancock USA | — | — | — | $31K | 0.2% | |
| ROYCE SMALL-CAP OPPORTUNITY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.2% | |
| John Hancock USA | — | — | — | $19K | 0.1% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.1% | |
| John Hancock USA | — | — | — | $18K | 0.1% | |
| SELECT AA MODERATE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.1% | |
| John Hancock USA | — | — | — | $16K | 0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.1% | |
| John Hancock USA | — | — | — | $14K | 0.1% | |
| John Hancock USA | — | — | — | $12K | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| John Hancock USA | — | — | — | $9K | <0.1% | |
| HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| John Hancock USA | — | — | — | $4K | <0.1% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| John Hancock USA | — | — | — | $4K | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| John Hancock USA | — | — | — | $2K | <0.1% | |
| DOMINI IMPACT EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| John Hancock USA | — | — | — | $2K | <0.1% | |
| TEMPLETON FOREIGN SMALLER CO JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |
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