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Original filing (PDF)20250902130100NAL0024436624001
FIVE POINTS BANK
Form 5500
FILING_RECEIVED
FIVE POINTS BANK 401(K) PLAN
401(k) retirement plan
Active participants
228
Accounts w/ balance
227
Plan assets (EOY)
$34.4M
Net assets (EOY)
$34.4M
How this plan invests
This plan
29 pooled trusts
Schedule D
304 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 FIVE POINTS BANK.
Plan sponsor
Name
FIVE POINTS BANK
EIN
47-0803224
Address
2015 NORTH BROADWELL · GRAND ISLAND, NE · 68803
Phone
(308) 384-5350
Industry
Commercial Banking· Finance & Insurancesee 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
2025-09-02
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)
3B · Covers self-employed individuals
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)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $50K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | OTHER | $300 | — |
Investments
297 direct securities · 29 pooled funds· $36.6M(100% 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
$21.3M
29 holdings
Uncategorized
$15.3M
297 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.7M | 13.7% | |
| T. ROWE PRICE RETIREMENT 2035 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.7M | 8.0% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.1M | 6.2% | |
| T.ROWE PRICE RETIREMENT 2045 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.5% | |
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | $1.2M | $1.8M | 5.1% | |
| T ROWE PRICE RETIREMENT 2040 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.5M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2050 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.2% | |
| PGIM TOTAL RETURN BOND FUND CIT CL PGIM INVESTMENTS · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.4M | 4.0% | |
| T ROWE PRICE RETIREMENT 2025 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.6% | |
| T ROWE PRICE RETIREMENT 2055 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $782K | 2.3% | |
| BLACKROCK MIDCAP GROWTH EQUITY FD C GREAT GRAY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $686K | 2.0% | |
| TRP BOND TRUST I | — | — | — | $537K | 1.6% | |
| T ROWE PRICE RETIREMENT 2060 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $506K | 1.5% | |
| TRP GROWTH STOCK TRUST | — | — | — | $483K | 1.4% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $471K | 1.4% | |
| TRP GROWTH STOCK TRUST | — | — | — | $345K | 1.0% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $340K | 1.0% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $336K | 1.0% | |
| TRP EQUITY INDEX TRUST | — | — | — | $322K | 0.9% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $295K | 0.9% | |
| TRP BOND TRUST I | — | — | — | $289K | 0.8% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $238K | 0.7% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $237K | 0.7% | |
| T ROWE PRICE RETIREMENT 2065 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $235K | 0.7% | |
| TRP EQUITY INDEX TRUST | — | — | — | $231K | 0.7% | |
| TRP BOND TRUST I | — | — | — | $230K | 0.7% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $226K | 0.7% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $224K | 0.7% | |
| TRP GROWTH STOCK TRUST | — | — | — | $223K | 0.6% | |
| TRP GROWTH STOCK TRUST | — | — | — | $218K | 0.6% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $217K | 0.6% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $210K | 0.6% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $206K | 0.6% | |
| TRP REAL ASSETS TRUST I | — | — | — | $200K | 0.6% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $193K | 0.6% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $171K | 0.5% | |
| TRP BOND TRUST I | — | — | — | $166K | 0.5% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $162K | 0.5% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $159K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $158K | 0.5% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $153K | 0.4% | |
| TRP EQUITY INDEX TRUST | — | — | — | $152K | 0.4% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $150K | 0.4% | |
| TRP EQUITY INDEX TRUST | — | — | — | $147K | 0.4% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $147K | 0.4% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $139K | 0.4% | |
| TRP REAL ASSETS TRUST I | — | — | — | $138K | 0.4% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $122K | 0.4% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $122K | 0.4% | |
| TRP GROWTH STOCK TRUST | — | — | — | $122K | 0.4% | |
| TRP GROWTH STOCK TRUST | — | — | — | $122K | 0.4% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $121K | 0.4% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $119K | 0.3% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $115K | 0.3% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $112K | 0.3% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $112K | 0.3% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $109K | 0.3% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $106K | 0.3% | |
| T ROWE PRICE RETIREMENT 2020 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $105K | 0.3% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $105K | 0.3% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $103K | 0.3% | |
| TRP GROWTH STOCK TRUST | — | — | — | $100K | 0.3% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $98K | 0.3% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $96K | 0.3% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $96K | 0.3% | |
| TRP HIGH YIELD TRUST | — | — | — | $94K | 0.3% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $93K | 0.3% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $90K | 0.3% | |
| TRP REAL ASSETS TRUST I | — | — | — | $89K | 0.3% | |
| TRP REAL ASSETS TRUST I | — | — | — | $87K | 0.3% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $85K | 0.2% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $85K | 0.2% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $84K | 0.2% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $83K | 0.2% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $83K | 0.2% | |
| TRP EQUITY INDEX TRUST | — | — | — | $82K | 0.2% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $81K | 0.2% | |
| TRP EQUITY INDEX TRUST | — | — | — | $80K | 0.2% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $80K | 0.2% | |
| TRP GROWTH STOCK TRUST | — | — | — | $79K | 0.2% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $79K | 0.2% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $75K | 0.2% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $70K | 0.2% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $69K | 0.2% | |
| TRP EQUITY INDEX TRUST | — | — | — | $67K | 0.2% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $66K | 0.2% | |
| TRP BOND TRUST I | — | — | — | $66K | 0.2% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $65K | 0.2% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $65K | 0.2% | |
| TRP HIGH YIELD TRUST | — | — | — | $62K | 0.2% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $61K | 0.2% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $61K | 0.2% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $61K | 0.2% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $60K | 0.2% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $60K | 0.2% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $58K | 0.2% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $58K | 0.2% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $58K | 0.2% | |
| TRP US TREASURY MM TRUST | — | — | — | $57K | 0.2% | |
| TRP NEW HORIZONS TRUST | — | — | — | $54K | 0.2% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $54K | 0.2% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $54K | 0.2% | |
| TRP REAL ASSETS TRUST I | — | — | — | $54K | 0.2% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $54K | 0.2% | |
| TRP EQUITY INDEX TRUST | — | — | — | $53K | 0.2% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $53K | 0.2% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $53K | 0.2% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $52K | 0.2% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $50K | 0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $50K | 0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $49K | 0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $48K | 0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $48K | 0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $48K | 0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $47K | 0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $44K | 0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $43K | 0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $43K | 0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $43K | 0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $40K | 0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $39K | 0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $39K | 0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $39K | 0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $38K | 0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $38K | 0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $37K | 0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $37K | 0.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $37K | 0.1% | |
| TRP GROWTH STOCK TRUST | — | — | — | $37K | 0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $36K | 0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $35K | 0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $35K | 0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $34K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $34K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $33K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $33K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $32K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $31K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $31K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $30K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $30K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $30K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $28K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $28K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $28K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $27K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $27K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $27K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $25K | <0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $25K | <0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $25K | <0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $25K | <0.1% | |
| TRP BOND TRUST I | — | — | — | $24K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $23K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $23K | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $23K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $23K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $22K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $22K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $22K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $21K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $19K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $19K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $19K | <0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $18K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $18K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $18K | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $17K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $17K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $16K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $16K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $16K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $15K | <0.1% | |
| TRP BOND TRUST I | — | — | — | $15K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $15K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $15K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $14K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $14K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $14K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $14K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $13K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $13K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $12K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $12K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $12K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $12K | <0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $12K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $11K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $11K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $11K | <0.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $10K | <0.1% | |
| TRP GROWTH STOCK TRUST | — | — | — | $10K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $10K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $9K | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $9K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $8K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $8K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $8K | <0.1% | |
| TRP GROWTH STOCK TRUST | — | — | — | $8K | <0.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $8K | <0.1% |
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BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants