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Original filing (PDF)20251007121300NAL0002653299001
PROJECT HARMONY
Form 5500
FILING_RECEIVED
PROJECT HARMONY RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
107
Accounts w/ balance
144
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
11 pooled trusts
Schedule D
35 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROJECT HARMONY.
Plan sponsor
Name
PROJECT HARMONY
EIN
47-0789054
Address
11949 Q STREET · OMAHA, NE · 68137
Phone
(402) 595-1326
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BLAND & ASSOCIATES, P,C,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY CPAS AND ADVISORS | — | OMAHA, NE | NONE | $15K | — |
| SECURITY NATIONAL BANK. | — | OMAHA, NE | NONE | $8K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $6K | — |
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $2K | — |
Investments
27 direct securities · 11 pooled funds· $5.9M(94% 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
$5.6M
27 holdings
Common Collective Trust
$249K
10 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $1.0M | 16.5% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $640K | 10.2% | |
| Invesco Global R6 Invesco 0 | — | — | — | $566K | 9.1% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $540K | 8.6% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $477K | 7.6% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $409K | 6.5% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $287K | 4.6% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $266K | 4.3% | |
| T. Rowe Price Spect Mod Grw Alloc I T. Rowe Price 0 | — | — | — | $255K | 4.1% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $173K | 2.8% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $140K | 2.2% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $129K | 2.1% | |
| William Blair Small-Mid Cap Growth R6 William Blair 0 | — | — | — | $122K | 2.0% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $118K | 1.9% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $116K | 1.9% | |
| Vanguard Global Equity Inv Vanguard 0 479 Vanguard International Growth Adm Vanguard 0 | — | — | — | $107K | 1.7% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $105K | 1.7% | |
| Boston Trust Midcap Boston Trust 0 59 ClearBridge Small Cap Growth IS Legg Mason 0 | — | — | — | $78K | 1.2% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | — | — | — | $51K | 0.8% | |
| T. Rowe Price Spectrum Mod Alloc I T. Rowe Price 0 | — | — | — | $34K | 0.5% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $30K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $23K | 0.4% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $21K | 0.3% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $20K | 0.3% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $17K | 0.3% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $16K | 0.3% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $16K | 0.3% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $13K | 0.2% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | — | — | — | $13K | 0.2% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $12K | 0.2% | |
| American Eupac R6 American 0 | — | — | — | $11K | 0.2% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $11K | 0.2% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $10K | 0.2% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $7K | 0.1% | |
| STATE STREET RUSS SM CAP GR IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $5K | <0.1% | |
| Allspring Emerging Markets Equity R6 Allspring 0 | — | — | — | $4K | <0.1% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $2K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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