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Original filing (PDF)20250729095932NAL0001226883001
OMAHA TRACK, INC.
Form 5500
FILING_RECEIVED
OMAHA TRACK, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
58% in single holding
Active participants
255
Accounts w/ balance
302
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: FIDUCIARY INVESTMENT TRUST BALANCED PORTFOLIO (extraction pending)]" is 58% of plan.
- 46 bps in Schedule C fees — 58% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMAHA TRACK, INC..
Plan sponsor
Name
OMAHA TRACK, INC.
EIN
47-0692129
Address
12930 I STREET · OMAHA, NE · 68137
Phone
(402) 339-0332
Industry
Retail Tradesee 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
2025-07-29
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
LUTZ & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $35K | — |
Investments
1 direct security · 5 pooled funds· $5.7M(33% 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.
Common Collective Trust
$5.7M
5 holdings
Uncategorized
$20K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIT BALANCED C COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $3.3M | 18.9% | |
| FIT GROWTH C COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $1.2M | 6.9% | |
| FIT AGGRESSIVE C COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.3% | |
| FIT CONSERVATIVE C COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $34K | 0.2% | |
| [DFE: FIDUCIARY INVESTMENT TRUST MODERATELY CONSERVATIVE PORTFOLIO (extraction pending)] | — | — | — | $20K | 0.1% | |
| FIT MOD CONSRV C COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $20K | 0.1% |
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