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Original filing (PDF)20251015140703NAL0005081169001
MMT AMBULANCE
Form 5500
FILING_RECEIVED
MMT AMBULANCE 401K PLAN
401(k) retirement plan
Signals · 1
~100 bps in Sched C fees
Active participants
1,508
Accounts w/ balance
813
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
41 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 100 bps in Schedule C fees — 246% above peer band of 29 bps.
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MMT AMBULANCE.
Plan sponsor
Name
MMT AMBULANCE
EIN
47-0829179
Address
2470 32ND AVENUE · COLUMBUS, NE · 68601
Phone
(800) 562-3396
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $73K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $36K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC. | 06-1496970 | — | BROKER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MGKS | — | PHOENIX, AZ | TPA | $8K | — |
Investments
34 direct securities · 41 pooled funds· $11.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.6M
34 holdings
Pooled Separate Account
$0
41 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Idx 2055 Instl | — | — | — | $1.6M | 13.8% | |
| Nuveen Lifecycle Index 2045 Inst | — | — | — | $1.5M | 13.2% | |
| Nuveen Lifecycle Index 2050 Inst | — | — | — | $1.4M | 12.1% | |
| Nuveen Lifecycle Index 2030 Inst | — | — | — | $1.4M | 11.6% | |
| Nuveen Lifecycle Idx 2060 Instl | — | — | — | $1.2M | 10.5% | |
| Nuveen Lifecycle Index 2035 Inst | — | — | — | $1.1M | 9.6% | |
| Nuveen Lifecycle Idx 2065 Instl | — | — | — | $1.0M | 9.0% | |
| Nuveen Lifecycle Index 2040 Inst | — | — | — | $936K | 8.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $372K | 3.2% | |
| JPMorgan Lg Cap Gr R6 | — | — | — | $258K | 2.2% | |
| Fidelity 500 Index | — | — | — | $250K | 2.2% | |
| Nuveen Lifecycle Index 2020 Inst | — | — | — | $90K | 0.8% | |
| Vanguard Eq Inc Adm | — | — | — | $86K | 0.7% | |
| Nuveen Lifecycle Index 2025 Inst | — | — | — | $62K | 0.5% | |
| Transamerica Life Ins. Co. Transamerica Stable Val Ascend ion | — | — | — | $56K | 0.5% | |
| MFS Intl Diversification R6 | — | — | — | $37K | 0.3% | |
| Vanguard Explorer Adm | — | — | — | $33K | 0.3% | |
| PIMCO Inc Instl | — | — | — | $27K | 0.2% | |
| Allspring Spec Mid Cap Val R6 | — | — | — | $19K | 0.2% | |
| Vanguard Mid Cap Index Adm | — | — | — | $19K | 0.2% | |
| Vanguard Balanced Index Adm | — | — | — | $14K | 0.1% | |
| American Funds American Funds New Perspective R6 | — | — | — | $14K | 0.1% | |
| JPMorgan Mid Cap Gr R6 | — | — | — | $13K | 0.1% | |
| Dimensional DFA US Targeted Val | — | — | — | $12K | 0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Sec Z | — | — | — | $8K | <0.1% | |
| Victory Core Plus Intermed Bd R6 | — | — | — | $7K | <0.1% | |
| Vanguard LifeStrategy Gr Fund | — | — | — | $6K | <0.1% | |
| Nuveen Lifecycle Index 2010 Inst | — | — | — | $6K | <0.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $6K | <0.1% | |
| Vanguard Intermed-Term Bd Idx Adm | — | — | — | $6K | <0.1% | |
| Blackrock High Yield Portfolio K | — | — | — | $4K | <0.1% | |
| American Funds American Funds Inf Linked Bd R-6 | — | — | — | $4K | <0.1% | |
| American Funds American Funds New World R6 | — | — | — | $2K | <0.1% | |
| Vanguard LifeStrategy Mod Gr Inv | — | — | — | $2K | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2065 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2055 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2050 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2045 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2040 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2035 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2030 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2025 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2020 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2010 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2060 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HARTFORD MIDCAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADVISORS BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK INFL PROTECTED BOND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK TOTAL RETURN FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LORD ABBETT HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOTAL INTL BOND INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LORD ABBETT SHORT DURATION INC JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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