Original filing (PDF)20251007092241NAL0002541363001

IOWA TRIBE OF KANSAS AND NEBRASKA

Name: IOWA TRIBE OF KANSAS AND NEBRASKA — IOWA TRIBE OF KANSAS AND NEBRASKA EMPLOYEES SAVINGS TRUST, Form 5500 (2024)
Creator: IOWA TRIBE OF KANSAS AND NEBRASKA

Form 5500

FILING_RECEIVED

IOWA TRIBE OF KANSAS AND NEBRASKA EMPLOYEES SAVINGS TRUST

401(k) retirement plan

Signals · 3

Late filing · 34.7 mo28% in single holdingNo recordkeeper disclosed

Active participants

140

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

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

100

Knocking points off

Filed 34.7 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Below-peer total plan cost (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IOWA TRIBE OF KANSAS AND NEBRASKA.

Plan sponsor

Name

IOWA TRIBE OF KANSAS AND NEBRASKA

EIN

48-0799251

Address

3345 B THRASHER ROAD · WHITE CLOUD, KS · 66094

Phone

(785) 595-3258

Industry

Public Administrationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-10-07

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

29 direct securities· $1.2M(100% of reported assets)

Other securities

$1.2M

28 holdings

Cash / Money Market

$10K

1 holding

					% of plan
American Funds Growth Portfolio	Other securities	—	—	$335K	27.7%
American Funds 2030 Target Date	Other securities	—	—	$166K	13.8%
American Funds 2040 Target Date	Other securities	—	—	$101K	8.3%
American Funds The Growth Fund of America	Other securities	—	—	$100K	8.3%
American Funds 2035 Target Date	Other securities	—	—	$77K	6.3%
American Funds 2025 Target Date	Other securities	—	—	$65K	5.4%
American Funds Small Cap World	Other securities	—	—	$47K	3.9%
American Funds The New Economy Fund	Other securities	—	—	$47K	3.9%
American Funds AMCAP Fund	Other securities	—	—	$43K	3.5%
American Funds 2020 Target Date	Other securities	—	—	$35K	2.9%
American Funds Washington Mutual	Other securities	—	—	$29K	2.4%
American Funds American Mutual Fund	Other securities	—	—	$27K	2.2%
American Funds 2055 Target Date	Other securities	—	—	$27K	2.2%
American Funds Moderate Growth and Income	Other securities	—	—	$22K	1.8%
American Funds Global Growth Portfolio	Other securities	—	—	$15K	1.2%
American Funds 2015 Target Date	Other securities	—	—	$14K	1.1%
American Funds Conservative Growth and Income	Other securities	—	—	$10K	0.9%
American Funds 2045 Target Date	Other securities	—	—	$10K	0.8%
American Funds US Government Money Market	Cash / Money Market	—	—	$10K	0.8%
American Funds US Government Securities Fund	Other securities	—	—	$9K	0.8%
American Funds The Bond Fund of America	Other securities	—	—	$7K	0.6%
American Funds Preservation Portfolio	Other securities	—	—	$6K	0.5%
American Funds American Balanced Fund	Other securities	—	—	$5K	0.4%
American Funds 2050 Target Date	Other securities	—	—	$922	<0.1%
American Funds New Perspective Fund	Other securities	—	—	$882	<0.1%
American Funds 2060 Target Date	Other securities	—	—	$367	<0.1%
American Funds The Income Fund of America	Other securities	—	—	$6	<0.1%
American Funds Fundamental Investors	Other securities	—	—	$2	<0.1%
American Funds Growth and Income Portfolio	Other securities	—	—	$2	<0.1%