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Original filing (PDF)20251015160034NAL0010181474001
KUTAK ROCK LLP
Form 5500
FILING_RECEIVED
KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,017
Accounts w/ balance
1,157
Plan assets (EOY)
$535.8M
Net assets (EOY)
$535.8M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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 KUTAK ROCK LLP.
Plan sponsor
Name
KUTAK ROCK LLP
EIN
47-0597598
Address
1650 FARNAM ST · OMAHA, NE · 681022186
Phone
(402) 346-6000
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES, L | 04-3516284 | — | RECORDKEEPER | $89K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 94-3025021 | — | INVESTMENT ADVISOR | $160K | — |
| INNOVEST | 84-1612955 | — | INVESTMENT ADVISOR | $45K | — |
Investments
36 direct securities · 1 pooled fund· $519.4M(97% 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
$396.6M
35 holdings
Mutual Funds
$98.6M
1 holding
Pooled Separate Account
$24.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund N/A | Mutual Funds | — | — | $98.6M | 18.4% | |
| Self-Directed Brokerage Accounts Various N/A | — | — | — | $96.0M | 17.9% | |
| Vanguard Target Retirement 2040 Fund N/A | — | — | — | $35.2M | 6.6% | |
| VOYA STABILIZER QUALITY FUND I VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $24.2M | 4.5% | |
| Dodge & Cox Dodge & Cox Stock Fund N/A | — | — | — | $23.4M | 4.4% | |
| Vanguard Target Retirement 2030 Fund N/A | — | — | — | $21.7M | 4.1% | |
| Vanguard Mid Capitalization Index Institutional N/A | — | — | — | $19.2M | 3.6% | |
| T. Rowe T. Rowe Price QM US Sm Cap Growth Equity N/A | — | — | — | $19.2M | 3.6% | |
| Vanguard Target Retirement 2050 Fund N/A | — | — | — | $18.6M | 3.5% | |
| Vanguard Total International Stock Index Admiral N/A | — | — | — | $16.4M | 3.1% | |
| Vanguard Balanced Index Fund N/A | — | — | — | $16.3M | 3.0% | |
| Fidelity Investments Fidelity Advisor Asset Manager 85% I N/A | — | — | — | $14.6M | 2.7% | |
| Vanguard Total Bond Market Index Institutional N/A | — | — | — | $14.0M | 2.6% | |
| Vanguard Target Retirement 2020 Fund N/A | — | — | — | $9.5M | 1.8% | |
| Vanguard Target Retirement 2035 Fund N/A | — | — | — | $8.9M | 1.7% | |
| PRIMECAP Odyssey Funds PRIMECAP Odyssey Stock Fund N/A | — | — | — | $8.3M | 1.6% | |
| Glenmede Small Cap Equity Fund N/A | — | — | — | $7.9M | 1.5% | |
| Vanguard Target Retirement 2045 Fund N/A | — | — | — | $7.3M | 1.4% | |
| Vanguard Target Retirement 2025 Fund N/A | — | — | — | $6.2M | 1.2% | |
| T. Rowe T. Rowe Price Spectrum Intl Equity I N/A | — | — | — | $6.2M | 1.2% | |
| Vanguard Target Retirement Income N/A | — | — | — | $5.7M | 1.1% | |
| Loomis Sayles Funds Loomis Sayles Bond Fund N/A | — | — | — | $5.6M | 1.0% | |
| Fidelity Investments Fidelity Contrafund K6 N/A | — | — | — | $5.4M | 1.0% | |
| Fidelity Investments Fidelity Advisor Asset Manager 60% I N/A | — | — | — | $5.4M | 1.0% | |
| Vanguard Target Retirement 2055 Fund N/A | — | — | — | $4.7M | 0.9% | |
| Artisan International Small-Mid Institutional N/A | — | — | — | $4.3M | 0.8% | |
| Vanguard Target Retirement 2060 Fund N/A | — | — | — | $4.0M | 0.8% | |
| Artisan Mid Capitalization Institutional Fund N/A | — | — | — | $3.0M | 0.6% | |
| Fidelity Investments Fidelity Advisor Asset Manager 40% I N/A | — | — | — | $2.6M | 0.5% | |
| Fidelity Investments Fidelity Advisor Asset Manager 70% I N/A | — | — | — | $2.2M | 0.4% | |
| Dodge & Cox Dodge & Cox Income Fund N/A | — | — | — | $1.8M | 0.3% | |
| 2025 through December 2034 N/A | — | — | — | $1.7M | 0.3% | |
| Vanguard Target Retirement 2065 Fund N/A | — | — | — | $588K | 0.1% | |
| Fidelity Investments Fidelity Advisor Asset Manager 50% I N/A | — | — | — | $379K | <0.1% | |
| Fidelity Investments Fidelity Advisor Asset Manager 20% I N/A | — | — | — | $239K | <0.1% | |
| Vanguard Target Retirement 2070 Fund N/A | — | — | — | $31K | <0.1% | |
| Fidelity Investments Fidelity Advisor Asset Manager 30% I N/A | — | — | — | $28K | <0.1% |