Original filing (PDF)20250815154032NAL0010614193001

CANCER PARTNERS OF NEBRASKA, P.C.

Name: CANCER PARTNERS OF NEBRASKA, P.C. — CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CANCER PARTNERS OF NEBRASKA, P.C.

Form 5500

FILING_RECEIVED

CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

187

Accounts w/ balance

207

Plan assets (EOY)

$32.8M

Net assets (EOY)

$32.8M

How this plan invests

This plan

1 pooled trust

Schedule D

39 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CANCER PARTNERS OF NEBRASKA, P.C..

Plan sponsor

Name

CANCER PARTNERS OF NEBRASKA, P.C.

EIN

91-1862785

Address

4101 TIGER LILY ROAD - SUITE 100 · LINCOLN, NE · 681565587

Phone

(402) 327-7342

Industry

Offices of Physicians· 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

2025-08-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$61K	—

Investments

39 direct securities · 1 pooled fund· $32.8M(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.

Other securities

$31.5M

38 holdings

Common Collective Trusts

$830K

1 holding

Common Collective Trust

$522K

1 holding

					% of plan
AMERICAN FUNDS 2040 TARGET R6 MUTUAL FUNDS	Other securities	—	$7.2M	$8.0M	24.4%
ISHARES S&P 500 INDEX FD CL K MUTUAL FUNDS	Other securities	—	$3.7M	$4.6M	14.1%
AMERICAN FUNDS 2050 TARGET R6 MUTUAL FUNDS	Other securities	—	$3.5M	$3.9M	11.8%
AMERICAN WASHINGTON MUTUAL FUNDS	Other securities	—	$2.9M	$3.1M	9.6%
MFS MASS INVESTORS GRW STCK R6 MUTUAL FUNDS	Other securities	—	$2.3M	$2.4M	7.3%
FEDERATED HERMES MDT MID CP R6 MUTUAL FUNDS	Other securities	—	$854K	$1.1M	3.4%
AMERICAN FUNDS 2060 TARGET R6 MUTUAL FUNDS	Other securities	—	$845K	$940K	2.9%
FIDELITY ADV VAL STRG FD CL I MUTUAL FUNDS	Other securities	—	$887K	$901K	2.7%
JANUS HENDERSON TRITON FD N GM MUTUAL FUNDS 549 JANUS HENDERSON TRITON FUND N MUTUAL FUNDS	Other securities	—	$825K	$853K	2.6%
PUTNAM STABLE VALUE FUND 20 GM COMMON / COLLECTIVE TRUSTS 222 AMERICAN EUROPACIFIC GROWTH R6 MUTUAL FUNDS	Common Collective Trusts	—	$835K	$830K	2.5%
ISHARES RUSSELL 2000 SML-CP GM MUTUAL FUNDS 719 ISHARES RUSSELL 2000 SML-CP K MUTUAL FUNDS	Other securities	—	$710K	$789K	2.4%
AMERICAN NEW WORLD FUND MUTUAL FUNDS	Other securities	—	$621K	$645K	2.0%
ISHARES RUSSELL MID-CAP IDX K MUTUAL FUNDS	Other securities	—	$524K	$580K	1.8%
BLACKROCK HIGH YIELD PORTFOL K MUTUAL FUNDS 413 BLACKROCK HIGH YIELD PORTFOL K MUTUAL FUNDS	Other securities	—	$527K	$541K	1.6%
PUTNAM STABLE VALUE FUND CLASS 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 002	Common Collective Trust	—	$522K	$522K	1.6%
AMERICAN FUNDS 2030 TARGET R6 MUTUAL FUNDS	Other securities	—	$463K	$488K	1.5%
COHEN & STEERS REAL EST CL Z MUTUAL FUNDS	Other securities	—	$402K	$431K	1.3%
ISHARES MSCI TOTAL INTL IDX K MUTUAL FUNDS	Other securities	—	$399K	$426K	1.3%
T. ROWE PRICE RTRMT BAL CL I MUTUAL FUNDS	Other securities	—	$336K	$351K	1.1%
VANGUARD INFLATION PRTCTD GM MUTUAL FUNDS 522 VANGUARD TRGT INCOME RETRMNT MUTUAL FUNDS	Other securities	—	$322K	$324K	1.0%
VAN ECK CM COMMODITY INDX I GM MUTUAL FUNDS 730 VANGUARD INFLATION PROTECTED MUTUAL FUNDS	Other securities	—	$304K	$297K	0.9%
VICTORY TRIVALENT INTL SMALL I MUTUAL FUNDS	Other securities	—	$270K	$285K	0.9%
FIDELITY ADVISOR TOTAL BD FD Z MUTUAL FUNDS	Other securities	—	$149K	$149K	0.5%
VAN ECK CM COMMODITY INDX CL I MUTUAL FUNDS	Other securities	—	$139K	$135K	0.4%
ISHARES U.S. AGGREGATE BND K MUTUAL FUNDS	Other securities	—	$103K	$103K	0.3%
BLACKROCK CORE BOND FUND CL I MUTUAL FUNDS	Other securities	—	$13K	$13K	<0.1%
ISHARES MSCI TOTAL INTL K GM MUTUAL FUNDS	Other securities	—	$5K	$4K	<0.1%
WESTERN ASSET CORE PLUS BD IS MUTUAL FUNDS	Other securities	—	$5K	$4K	<0.1%
JOHN HANCOCK DISCIPLINED R6 GM MUTUAL FUNDS	Other securities	—	$4K	$4K	<0.1%
T ROWE PRICE BALANCED FUND INV MUTUAL FUNDS	Other securities	—	$4K	$4K	<0.1%
MFS MASS INVESTORS GRW R6 GM MUTUAL FUNDS	Other securities	—	$3K	$3K	<0.1%
ISHARES U.S. AGGREGATE BD K GM MUTUAL FUNDS	Other securities	—	$2K	$2K	<0.1%
BLACKROCK CORE BOND FUND I GM MUTUAL FUNDS	Other securities	—	$2K	$2K	<0.1%
MFS INTERNATIONAL GROWTH R6 MUTUAL FUNDS	Other securities	—	$2K	$2K	<0.1%
AMERICAN FUNDS 2065 TARGET R6 MUTUAL FUNDS	Other securities	—	$2K	$2K	<0.1%
FIDELITY ADV VAL STRG CL I GM MUTUAL FUNDS	Other securities	—	$2K	$2K	<0.1%
AMERICAN NEW WORLD FUND GM MUTUAL FUNDS	Other securities	—	$2K	$2K	<0.1%
ISHARES S&P 500 INDEX CL K GM MUTUAL FUNDS	Other securities	—	$1K	$1K	<0.1%
FEDERATED HERMES MDT MID R6 GM MUTUAL FUNDS	Other securities	—	$1K	$1K	<0.1%
AMERICAN WASHINGTON GM MUTUAL FUNDS	Other securities	—	$1K	$1K	<0.1%