Back to filter
Original filing (PDF)20250819153341NAL0002454545001
JTW OMAHA MOVERS, INC
Form 5500
FILING_RECEIVED
JTW MOVERS, INC. 401(K)
401(k) retirement plan
Signals · 2
32% in single holding~181 bps in Sched C fees
Active participants
70
Accounts w/ balance
300
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
How this plan invests
This plan
16 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
84
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Target Retirement 2060 Investor Shares (1)" is 32% of plan.
- 181 bps in Schedule C fees — 249% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JTW OMAHA MOVERS, INC.
Plan sponsor
Name
JTW OMAHA MOVERS, INC
EIN
47-3431605
Address
6702 L ST. · OMAHA, NE · 68117
Phone
(402) 932-5740
Industry
Real Estatesee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN RETIREMENT SERVICES | 35-0472300 | — | CUSTODIAN | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | TPA | $1K | — |
Investments
16 direct securities· $1.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Investor Shares (1) | — | — | — | $467K | 31.9% | |
| Vanguard Target Retirement 2050 Investor Shares (1) | — | — | — | $288K | 19.6% | |
| Vanguard Target Retirement 2055 Investor Shares (1) | — | — | — | $171K | 11.7% | |
| Vanguard Target Retirement 2030 Investor Shares (1) | — | — | — | $88K | 6.0% | |
| Vanguard Target Retirement 2045 Investor Shares (1) | — | — | — | $71K | 4.9% | |
| JP Morgan JP Morgan Large Cap Growth Class R5 (1) | — | — | — | $66K | 4.5% | |
| Vanguard Target Retirement 2025 Investor Shares (1) | — | — | — | $65K | 4.5% | |
| Invesco Global Focus (1) | — | — | — | $42K | 2.9% | |
| Vanguard Target Retirement 2035 Investor Shares (1) | — | — | — | $36K | 2.4% | |
| Vanguard Target Retirement 2040 Investor Shares (1) | — | — | — | $34K | 2.3% | |
| American Funds American Funds Europacific Growth Class R6 (1) | — | — | — | $33K | 2.2% | |
| Dimensional Fund Advisers DFA US Large Cap Value Institutional Class (1) | — | — | — | $21K | 1.5% | |
| Vanguard 500 Index Admiral (1) | — | — | — | $17K | 1.1% | |
| Vanguard Energy Index Admiral (1) | — | — | — | $15K | 1.0% | |
| Vanguard Health Care Index Admiral (1) | — | — | — | $15K | 1.0% | |
| Vanguard Small Cap Index Admiral Shares (1) | — | — | — | $14K | 1.0% |
Related plans
Other plans using LINCOLN RETIREMENT SERVICES
FIRST SAVINGS MORTGAGE CORPORATION
FIRST SAVINGS MORTGAGE CORPORATION 401(K) SALARY REDUCTION PLAN
$63.3M · 153 participants
GREATER LAWRENCE FAMILY HEALTH CENTER, INC.
GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN
$57.6M · 784 participants
GREENPATH, INC.
GREENPATH, INC. 403(B) RETIREMENT PLAN
$50.5M · 465 participants
TRUSTEES OF BUFFALO LABORERS SECURITY FUND
BUFFALO LABORERS SECURITY FUND
$34.9M · 1,099 participants
GABRIEL BROTHERS, INC.
GABRIEL BROTHERS, INC. 401(K) PLAN
$31.2M · 3,604 participants
LOBAR, INC.
LOBAR RETIREMENT PLAN
$28.2M · 254 participants
Similar-size Real Estate plans
ELDERLY HOUSING DEVELOPMENT
EHDOC 401(K) PROFIT SHARING PLAN
$1.5M · 38 participants
L.R. ENVIRONMENTAL EQUIPMENT CO INC
L.R. ENVIRONMENTAL EQUIPMENT CO., INC. 401(K) PROFIT SHARING PLAN
$1.4M · 8 participants
WINKEL AND ASSOCIATES, LLC
WINKEL AND ASSOCIATES, LLC 401(K) RETIREMENT PLAN
$1.4M · 7 participants
OSTROFF INJURY LAW PC DBA OSTROFF GODSHALL INJURY AND ACCIDENT LAWYERS
OSTROFF GODSHALL INJURY AND ACCIDENT LAWYERS 401(K) PLAN
$1.5M · 28 participants
DUBSADO LLC
DUBSADO 401(K) PLAN
$1.4M · 27 participants
MODERNICA, INC.
MODERNICA, INC. 401(K) PROFIT SHARING PLAN
$1.6M · 82 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
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