How big is Nebraska Hematology-Oncology PC's plan?

Nebraska Hematology-Oncology PC's plan reported $16.7M in assets and 119 participants for 2024.

Original filing (PDF)20251015132312NAL0002478547005

Nebraska Hematology-Oncology PC

Name: Nebraska Hematology-Oncology PC — Nebraska Hematolog, Form 5500 (2024)
Creator: Nebraska Hematology-Oncology PC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Nebraska Hematology-Oncology, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Nebraska Hematology-Oncology PC's Nebraska Hematology-Oncology, P.C. 401(k) Profit Sharing Plan held $16.7M in plan assets for 119 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

119

Accounts w/ balance

151

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

Plan identifiers

Nebraska Hematology-Oncology PC's EIN is 91-1806105.

EIN 91-1806105

Plan number 002

Plan year 2024

ACK ID 20251015132312NAL0002478547005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nebraska Hematology-Oncology PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nebraska Hematology-Oncology PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEBRASKA HEMATOLOGY-ONCOLOGY PC.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

NEBRASKA HEMATOLOGY-ONCOLOGY PC

EIN

all filings

Address

4004 PIONEER WOODS DRIVE · LINCOLN, NE · 685067548

Phone

(402) 484-4900

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
UNION BANK & TRUST COMPANY	47-0321480	—	CONTRACT ADMINISTRATOR	$11K	—

Investments

36 direct securities· $16.2M(97% of reported assets)

Mutual Funds

$13.2M

25 holdings

Other securities

$1.8M

5 holdings

Common Collective Trusts

$1.2M

5 holdings

Cash / Money Market

$13K

1 holding

					% of plan
Vanguard Target 2045 Mutual Fund N/A	Mutual Funds	—	—	$2.7M	16.1%
Vanguard Target 2050 Mutual Fund N/A	Mutual Funds	—	—	$1.8M	10.5%
Vanguard Target 2030 Mutual Fund N/A	Mutual Funds	—	—	$1.7M	10.0%
Vanguard 500 Index Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$1.1M	6.6%
Vanguard Mid Cap Index Admiral Shs Mutual Fund N/A	Mutual Funds	—	—	$1.0M	6.1%
Vanguard Target 2055 Mutual Fund N/A	Mutual Funds	—	—	$983K	5.9%
Vanguard Target Retirement Income Mutual Fund N/A	Mutual Funds	—	—	$935K	5.6%
MFS Value Fund Cl R6 Mutual Fund N/A	Mutual Funds	—	—	$833K	5.0%
T. Rowe Price Overseas Stock Cl Mutual Fund N/A	Other securities	—	—	$799K	4.8%
Reliance MetLife Series 25053 Cl O METSO International Mutual Fund N/A	Other securities	—	—	$743K	4.4%
American Funds The Growth Fund of America R6 Mutual Fund N/A	Mutual Funds	—	—	$672K	4.0%
Vanguard Target 2040 Mutual Fund N/A	Mutual Funds	—	—	$656K	3.9%
DFA International Value Portfolio I Mutual Fund N/A	Mutual Funds	—	—	$432K	2.6%
Vanguard Growth Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$374K	2.2%
Vanguard Target 2035 Mutual Fund N/A	Mutual Funds	—	—	$289K	1.7%
Vanguard Small Cap Index Admiral Shares Mutual Fund N/A	Mutual Funds	—	—	$228K	1.4%
JPMorgan Mid Cap Growth Fd R6 Mutual Fund N/A	Other securities	—	—	$214K	1.3%
Vanguard Target 2060 Mutual Fund N/A	Mutual Funds	—	—	$205K	1.2%
Vanguard Short-Term Invmt Grade Admiral Mutual Fund N/A 731 Vanguard Total Bond Market Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$150K	0.9%
Vanguard Target 2025 Mutual Fund N/A	Mutual Funds	—	—	$102K	0.6%
American Funds Investment Company of America Class R6 Mutual Fund N/A	Mutual Funds	—	—	$76K	0.5%
Vanguard Total International Stock Index Fund - Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$60K	0.4%
Vanguard Short-Term Federal Fund Admiral Mutual Fund N/A	Mutual Funds	—	—	$41K	0.2%
Vanguard Value Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$30K	0.2%
Vanguard Target 2065 Mutual Fund N/A	Mutual Funds	—	—	$25K	0.2%
Goldman Sachs Small Cap Value Fund R6 Mutual Fund N/A	Other securities	—	—	$18K	0.1%
Federated Hermes U.S. Treasury Cash Reserves Inst Money Market Mutual Fund N/A	Cash / Money Market	—	—	$13K	<0.1%
Vanguard Small Cap Growth Index Fund Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$12K	<0.1%
American Funds Europacific Growth Fund R6 Mutual Fund N/A	Mutual Funds	—	—	$11K	<0.1%
Vanguard Mid Cap Growth Index Fund Admiral Shs Mutual Fund N/A	Common Collective Trusts	—	—	$10K	<0.1%
MFS New Discovery Fund R6 Mutual Fund N/A	Mutual Funds	—	—	$9K	<0.1%
Nuance Mid Cap Value Cl Z Mutual Fund N/A	Other securities	—	—	$9K	<0.1%
Vanguard Short-Term Inflation-Protected Securities Index Mutual Fund N/A	Mutual Funds	—	—	$4K	<0.1%
Vanguard Mid Cap Value Index Admiral Shares Mutual Fund N/A	Mutual Funds	—	—	$4K	<0.1%
Vanguard Small Cap Value Index Fund Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$3K	<0.1%
Vanguard Target 2020 Mutual Fund N/A	Mutual Funds	—	—	$1K	<0.1%