Back to filter
Original filing (PDF)20251015112308NAL0006091840001
CENTERPOINTE, INC.
Form 5500
FILING_RECEIVED
CENTERPOINTE, INC. RETIREMENT PLAN
403(b) retirement plan
Signals · 3
95% in single holding~129 bps in Sched C feesNo recordkeeper disclosed
Active participants
242
Accounts w/ balance
233
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal Trust Company - custodial account Mutual Funds" is 95% of plan.
- 129 bps in Schedule C fees — 148% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTERPOINTE, INC..
Plan sponsor
Name
CENTERPOINTE, INC.
EIN
47-0550702
Address
2633 P ST · LINCOLN, NE · 685033528
Phone
(402) 475-8717
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BRADY MARTS & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
Investments
4 direct securities· $3.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Trust Company - custodial account Mutual Funds | — | — | — | $3.5M | 100.0% | |
| (E) | — | — | — | $76K | 2.2% | |
| Transferred Late to Plan Included: Not Corrected Outside VFCP in VFCP 2023 $ 69,670 - | — | — | — | $70K | 2.0% | |
| 2024 53,821 | — | — | — | $54K | 1.5% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Health Care & Social Assistance plans
MV ADVANCEMENTS
MV ADVANCEMENTS PROFIT SHARING PLAN
$3.5M · 99 participants
T. E. R. I., INC.
403(B) THRIFT PLAN OF T. E. R. I., INC.
$3.5M · 651 participants
COMPREHENSIVE CARE SOLUTIONS
COMPREHENSIVE CARE SOLUTIONS L 401(K) PROFIT SHARING PLAN & TRUST
$3.5M · 9 participants
NORTH COUNTY LIFELINE
403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH COUNTY LIFELINE
$3.5M · 154 participants
EASTER SEALS NORTH GEORGIA, INC.
EASTER SEALS NORTH GEORGIA 401(K) PLAN
$3.5M · 250 participants
JOHN TRACY CLINIC
THE RETIREMENT PLAN FOR EMPLOYEES OF JOHN TRACY CENTER
$3.5M · 44 participants
Large plans in Nebraska
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants
PETER KIEWIT SONS, INC.
PETER KIEWIT SONS, INC. RETIREMENT SAVINGS PLAN
$2.8B · 22,958 participants