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Original filing (PDF)20250723135136NAL0001933075001
TELCOR INC
Form 5500
FILING_RECEIVED
TELCOR INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
291
Accounts w/ balance
326
Plan assets (EOY)
$43.8M
Net assets (EOY)
$43.8M
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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TELCOR INC.
Plan sponsor
Name
TELCOR INC
EIN
47-0785405
Address
7101 A STREET · LINCOLN, NE · 68510
Phone
(402) 489-1207
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $12K | — |
Investments
29 direct securities· $43.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd Admiral Mutual Fund | — | — | — | $6.5M | 14.8% | |
| Amer Target 2045 Fund R6 Mutual Fund | — | — | — | $5.4M | 12.4% | |
| MainStay Wlw Large Cap Grw R6 Mutual Fund | — | — | — | $4.4M | 10.2% | |
| Amer Target 2050 Fund R6 Mutual Fund | — | — | — | $3.7M | 8.3% | |
| Amer Target 2040 Fund R6 Mutual Fund | — | — | — | $3.5M | 7.9% | |
| Vanguard Treasury Money Market Money Market Mutual Fund | — | — | — | $2.7M | 6.1% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $2.5M | 5.7% | |
| Amer Target 2055 Fund R6 Mutual Fund | — | — | — | $2.1M | 4.8% | |
| Vanguard Sm Cap Index Fd Adm Mutual Fund | — | — | — | $1.8M | 4.2% | |
| Amer Target 2035 Fund R6 Mutual Fund | — | — | — | $1.8M | 4.0% | |
| American New Perspective R6 Mutual Fund | — | — | — | $1.5M | 3.3% | |
| American Mutual Fund R6 Mutual Fund | — | — | — | $948K | 2.2% | |
| Amer Target 2060 Fund R6 Mutual Fund | — | — | — | $918K | 2.1% | |
| American Cap World Gr & Inc R6 Mutual Fund | — | — | — | $909K | 2.1% | |
| American New World Fund R6 Mutual Fund | — | — | — | $698K | 1.6% | |
| Amer Target 2025 Fund R6 Mutual Fund | — | — | — | $689K | 1.6% | |
| American Balanced Fund R6 Mutual Fund | — | — | — | $572K | 1.3% | |
| Amer Target 2030 Fund R6 Mutual Fund | — | — | — | $555K | 1.3% | |
| American EuroPacific Growth R6 Mutual Fund | — | — | — | $526K | 1.2% | |
| JPMorgan US Govt Money Market Cap Cl Money Market Mutual Fund 349 Lord Abbett Core Fixed Inc R6 Mutual Fund | — | — | — | $441K | 1.0% | |
| Pioneer Strategic Income K Mutual Fund | — | — | — | $321K | 0.7% | |
| Amer Target 2015 Fund R6 Mutual Fund | — | — | — | $292K | 0.7% | |
| Notes receivable from participants Various maturity dates through 2029; interest rates from 4.25% to 9.50% | — | — | — | $276K | 0.6% | |
| American Intl Gr & Inc R6 Mutual Fund | — | — | — | $210K | 0.5% | |
| Lord Abbett Income Fund R6 Mutual Fund | — | — | — | $170K | 0.4% | |
| Amer Target 2010 Fund R6 Mutual Fund | — | — | — | $147K | 0.3% | |
| Lord Abbett Short Dur Inc R6 Mutual Fund | — | — | — | $125K | 0.3% | |
| Amer Target 2065 Fund R6 Mutual Fund | — | — | — | $76K | 0.2% | |
| Amer Target 2020 Fund R6 Mutual Fund | — | — | — | $75K | 0.2% |
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