Original filing (PDF)20260218124652NAL0007503296001

VETTER SENIOR LIVING

Name: VETTER SENIOR LIVING — VETTER SENIOR LIVING EMPLOYEES 401K PLAN, Form 5500 (2024)
Creator: VETTER SENIOR LIVING

Form 5500

FILING_RECEIVED

VETTER SENIOR LIVING EMPLOYEES 401K PLAN

401(k) retirement plan

Signals · 2

Late filing · 3.1 mo14% employer stock

Active participants

3,914

Accounts w/ balance

4,059

Plan assets (EOY)

$86.1M

Net assets (EOY)

$86.1M

How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VETTER SENIOR LIVING.

Plan sponsor

Name

VETTER SENIOR LIVING

EIN

47-1108168

Address

20220 HARNEY STREET · ELKHORN, NE · 68022

Phone

(402) 895-9640

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

2026-02-18

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$2K	—

Investments

29 direct securities · 1 pooled fund· $154.5M(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.

Pooled Separate Account

$74.3M

1 holding

Other securities

$68.3M

26 holdings

Common Stock

$11.9M

3 holdings

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$74.3M	86.3%
AMERICAN UNITED LIFE INS CO AUL FIXED ACCOUNT 0	Common Stock	—	—	$9.8M	11.4%
AMERICAN CENTURY AMERCENT ULTRA INV MUTUAL FUND SHARES 0	Other securities	—	—	$8.2M	9.5%
AMERICAN FUNDS AMERFDS GRTH FD OF AMERICA R4 MUTUAL FUND SHARES 0	Other securities	—	—	$5.0M	5.8%
COLUMBIA CONTRARIAN CORE INST MUTUAL FUND SHARES 0	Other securities	—	—	$4.1M	4.8%
NUVEEN LIFECYCLE IDX 2030 RET MUTUAL FUND SHARES 0	Other securities	—	—	$4.0M	4.6%
NUVEEN LIFECYCLE IDX 2050 RET MUTUAL FUND SHARES 0	Other securities	—	—	$3.9M	4.6%
AMERICAN FUNDS AMERFDS WASHINGTON MUTUAL R4 MUTUAL FUND SHARES 0	Other securities	—	—	$3.7M	4.3%
NUVEEN LIFECYCLE IDX 2060 RET MUTUAL FUND SHARES 0	Other securities	—	—	$3.6M	4.2%
AMERICAN FUNDS AMERFDS AMERICAN BALANCED R4 MUTUAL FUND SHARES 0	Other securities	—	—	$3.5M	4.0%
STATE STREET GLOBAL STATE ST S&P 500 INDX CL F MUTUAL FUND SHARES 0	Other securities	—	—	$3.4M	4.0%
VANGUARD VIF SMALLCOMPGRTH INS MUTUAL FUND SHARES 0	Other securities	—	—	$3.1M	3.6%
NUVEEN LIFECYCLE IDX 2035 RET MUTUAL FUND SHARES 0	Other securities	—	—	$3.1M	3.6%
NUVEEN LIFECYCLE IDX 2040 RET MUTUAL FUND SHARES 0	Other securities	—	—	$3.1M	3.6%
VICTORY VIC PIONEER GLOBAL EQUITY Y MUTUAL FUND SHARES 0	Other securities	—	—	$3.0M	3.5%
NUVEEN LIFECYCLE IDX 2055 RET MUTUAL FUND SHARES 0	Other securities	—	—	$3.0M	3.5%
AMERICAN CENTURY AMERCENT MIDCAP VAL INV MUTUAL FUND SHARES 0	Other securities	—	—	$2.8M	3.3%
INVESCO COMSTOCK A MUTUAL FUND SHARES 0	Other securities	—	—	$2.2M	2.6%
BLACKROCK MID-CAP GRO EQUITY I MUTUAL FUND SHARES 0	Other securities	—	—	$2.2M	2.6%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Common Stock	—	—	$2.0M	2.3%
NUVEEN LIFECYCLE IDX 2025 RET MUTUAL FUND SHARES 0	Other securities	—	—	$1.3M	1.5%
NUVEEN LIFECYCLE IDX 2065 RET MUTUAL FUND SHARES 0	Other securities	—	—	$1.1M	1.3%
NUVEEN LIFECYCLE IDX 2020 RET MUTUAL FUND SHARES 0	Other securities	—	—	$851K	1.0%
COLUMBIA SMCAP INDX A MUTUAL FUND SHARES 0	Other securities	—	—	$827K	1.0%
PRUDENTIAL PGIM HIGH-YIELD Z MUTUAL FUND SHARES 0	Other securities	—	—	$816K	0.9%
AMERICAN FUNDS AMERFDS EUROPAC GRTH R4 MUTUAL FUND SHARES 0	Other securities	—	—	$645K	0.7%
COLUMBIA MIDCAP INDX A MUTUAL FUND SHARES 0	Other securities	—	—	$595K	0.7%
NUVEEN LIFECYCLE IDX 2015 RET MUTUAL FUND SHARES 0	Other securities	—	—	$193K	0.2%
NUVEEN LIFECYCLE IDX INC RET MUTUAL FUND SHARES 0	Common Stock	—	—	$104K	0.1%
NUVEEN LIFECYCLE IDX 2010 RET MUTUAL FUND SHARES 0	Other securities	—	—	$15K	<0.1%