Back to filter
Original filing (PDF)20251009111127NAL0010835232001
NIEWOHNER BROTHERS INC.
Form 5500
FILING_RECEIVED
NIEWOHNER BROTHERS INC. 401(K) PLAN
401(k) retirement plan
Active participants
408
Accounts w/ balance
199
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NIEWOHNER BROTHERS INC..
Plan sponsor
Name
NIEWOHNER BROTHERS INC.
EIN
47-0617217
Address
2609 190TH STREET · ALBION, NE · 68620
Phone
(402) 395-6753
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $760 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS, INC. | — | OMAHA, NE | CONTRACT ADMIN | $11K | — |
Investments
29 direct securities· $12.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Investment Company of America Mutual Fund | — | — | — | $1.6M | 12.4% | |
| American Funds Washington Mutual Investors Fund Mutual Fund | — | — | — | $1.4M | 11.3% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $1.4M | 11.1% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $1.0M | 8.2% | |
| American Funds Capital World Growth and Income Fund Mutual Fund | — | — | — | $807K | 6.4% | |
| American Funds The Growth Fund of America Mutual Fund | — | — | — | $798K | 6.4% | |
| American Funds American Balanced Fund Mutual Fund | — | — | — | $710K | 5.7% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $653K | 5.2% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $577K | 4.6% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund | — | — | — | $385K | 3.1% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $361K | 2.9% | |
| American Funds SMALLCAP World Fund Mutual Fund | — | — | — | $332K | 2.6% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $323K | 2.6% | |
| American Funds AMCAP Fund Mutual Fund | — | — | — | $319K | 2.5% | |
| American Funds The Income Fund of America Mutual Fund | — | — | — | $294K | 2.3% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund | — | — | — | $275K | 2.2% | |
| American Funds American Mutual Fund Mutual Fund | — | — | — | $230K | 1.8% | |
| American Funds Growth Portfolio Mutual Fund | — | — | — | $222K | 1.8% | |
| American Funds Capital Income Builder Mutual Fund | — | — | — | $211K | 1.7% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund | — | — | — | $192K | 1.5% | |
| American Funds 2065 Target Date Retirement Fund Mutual Fund | — | — | — | $116K | 0.9% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $105K | 0.8% | |
| American Funds Growth and Income Portfolio Mutual Fund | — | — | — | $70K | 0.6% | |
| American Funds US Government Money Market Mutual Fund | — | — | — | $52K | 0.4% | |
| American Funds American High-Income Trust Mutual Fund | — | — | — | $50K | 0.4% | |
| American Funds Bond Fund of America Mutual Fund | — | — | — | $44K | 0.3% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund 876 *American Funds 2015 Target Date Retirement Fund Mutual Fund 882 *American Funds 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $16K | 0.1% | |
| American Funds Capital World Bond Fund Mutual Fund | — | — | — | $14K | 0.1% | |
| American Funds Conservative Growth and Income Portfolio Mutual Fund | — | — | — | $12K | <0.1% |