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Original filing (PDF)20251009144024NAL0007151297001
LINCOLN SURGERY CENTER, LLC
Form 5500
FILING_RECEIVED
LINCOLN SURGERY CTR 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
438
Accounts w/ balance
517
Plan assets (EOY)
$39.7M
Net assets (EOY)
$39.7M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINCOLN SURGERY CENTER, LLC.
Plan sponsor
Name
LINCOLN SURGERY CENTER, LLC
EIN
47-0807324
Address
1710 SOUTH 70TH STREET · LINCOLN, NE · 68506
Phone
(402) 484-9016
Industry
Health Care & Social Assistancesee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNION BANK & TRUST COMPANY | 47-0321480 | — | NONE | $32K | — |
| MATRIX CLEARANCE AND SETTLEMENT | 13-4046432 | — | NONE | $0 | — |
Investments
35 direct securities · 1 pooled fund· $39.7M(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.
Uncategorized
$38.1M
35 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target 2030 #695 | — | — | — | $6.0M | 15.1% | |
| Vanguard Target 2035 #305 | — | — | — | $5.0M | 12.7% | |
| Vanguard Target 2045 #306 | — | — | — | $3.7M | 9.3% | |
| Vanguard Target 2050 #699 | — | — | — | $3.1M | 7.8% | |
| Vanguard Target 2040 #696 | — | — | — | $2.9M | 7.2% | |
| Vanguard Target 2055 #1487 | — | — | — | $2.3M | 5.9% | |
| Vanguard Target 2025 #304 | — | — | — | $2.2M | 5.7% | |
| METLIFE STABLE VALUE 25053 - CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $1.7M | 4.2% | |
| American Funds The Growth Fund of America R6 #2605 | — | — | — | $1.4M | 3.6% | |
| Vanguard 500 Index Admiral Shares #540 | — | — | — | $1.3M | 3.2% | |
| Vanguard Growth Index Admiral #509 | — | — | — | $1.2M | 3.0% | |
| Vanguard Target 2060 Fund #1691 | — | — | — | $1.1M | 2.7% | |
| Vanguard Target 2020 #682 | — | — | — | $897K | 2.3% | |
| Vanguard Target Retirement Income #308 | — | — | — | $834K | 2.1% | |
| JPMorgan Mid Cap Growth Fd R6 #3640 | — | — | — | $776K | 2.0% | |
| Vanguard Value Index Admiral #506 | — | — | — | $647K | 1.6% | |
| American Funds Europacific Growth Fund R6 #2616 | — | — | — | $610K | 1.5% | |
| American Funds Investment Company of America Class R #2604 | — | — | — | $520K | 1.3% | |
| MFS Value Fund Cl R6 #4810 | — | — | — | $502K | 1.3% | |
| Vanguard Small Cap Index Admiral Shares #548 | — | — | — | $469K | 1.2% | |
| Vanguard Mid Cap Index Admiral Shs #5859 | — | — | — | $400K | 1.0% | |
| Vanguard Target 2065 #1791 | — | — | — | $303K | 0.8% | |
| Nuance Mid Cap Value Cl Z | — | — | — | $297K | 0.7% | |
| Federated Hermes Total Return Bond Fund-R6 #225 | — | — | — | $214K | 0.5% | |
| Vanguard Total Bond Market Index Admiral #584 | — | — | — | $196K | 0.5% | |
| DFA International Value Portfolio I | — | — | — | $191K | 0.5% | |
| T. Rowe Price Overseas Stock Cl I #521 | — | — | — | $183K | 0.5% | |
| MFS New Discovery Fund R6 #4814 | — | — | — | $162K | 0.4% | |
| Vanguard Total International Stock Index Fund - Admiral #569 | — | — | — | $154K | 0.4% | |
| Goldman Sachs Small Cap Value Fund R6 | — | — | — | $135K | 0.3% | |
| Vanguard Strategic Small Cap Equity Fund Inv Cl #615 | — | — | — | $120K | 0.3% | |
| MFS Blended Research Mid Cap Equity Fund Cl R6 | — | — | — | $69K | 0.2% | |
| Vanguard Short-Term Federal Fund Admiral #549 | — | — | — | $67K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities Index Admiral #567 | — | — | — | $29K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $12K | <0.1% | |
| Federated Hermes U.S. Treasury Cash Reserves PRM #572 | — | — | — | $498 | <0.1% |
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