· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AMERICAN WEALTH PARTNERS, LLC — AMERICAN WEALTH PARTNERS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722103743NAL0001246131001
AMERICAN WEALTH PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
AMERICAN WEALTH PARTNERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
5
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AMERICAN WEALTH PARTNERS, LLC
.
Find decision makers
Plan sponsor
Name
AMERICAN WEALTH PARTNERS, LLC
EIN
82-1909803
Address
14545 WEST CENTER ROAD STE 100 · OMAHA, NE · 68144
Phone
(402) 898-1467
Industry
Finance & Insurance
see 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
2025-07-22
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
EASTOVER INVESTMENT ADVISORS, LLC
EASTOVER INVESTMENT ADVISORS, LLC 401(K) PLAN
$1.8M · 5 participants
CAPITAL MANAGEMENT GROUP, INC.
CAPITAL MANAGEMENT GROUP, INC. 401(K) PLAN
$1.8M · 10 participants
PETER A. BERONIO
PETER A. BERONIO 401(K) PROFIT SHARING PLAN
$1.8M · 6 participants
STRATEGIC PLANNING GROUP, INC.
STRATEGIC PLANNING GROUP, INC. 401(K) RETIREMENT PLAN
$1.8M · 2 participants
BRYAN WOODS INVESTMENT ADVISORS, LLC
LANDMARK WEALTH MANAGEMENT 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 8 participants
ETR FINANCIAL LLC
ETR FINANCIAL LLC 401(K) PLAN
$1.8M · 5 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
