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Sponsor portfolio

OMAHA COMMUNITY FOUNDATION

EIN 47-0645958-non-profit organization management-Latest filing 2025
Plans
3
Retirement
3
$5.2M assets
Welfare
0
Participants
60
1120 S 101ST ST STE 320 - OMAHA, NE 681241088402-342-3458omahafoundation.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
3 filings
#003401k-$4.7M - 52 part#002403b-$398K - 5 part#001403b-$106K - 3 part

Retirement portfolio analytics

3 plans aggregated / $5.2M assets / 60 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • COMMUNITY FOUNDATION 401(K) (#003)90%
  • DC RETIREMENT PLAN (#002)8%
  • COMMUNITY FOUNDATION TD (#001)2%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMMUNITY FOUNDATION 401(K) (#003)52
  • DC RETIREMENT PLAN (#002)5
  • COMMUNITY FOUNDATION TD (#001)3
Total 60Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

OMAHA COMMUNITY FOUNDATION 401(K) PLAN

401k

Assets$4.7M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OMAHA COMMUNITY FOUNDATION DC RETIREMENT PLAN

403b

Assets$398K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OMAHA COMMUNITY FOUNDATION TD

403b

Assets$106K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003OMAHA COMMUNITY FOUNDATION 401(K) PLAN401k$4.7M522025
002OMAHA COMMUNITY FOUNDATION DC RETIREMENT PLAN403b$398K52025
001OMAHA COMMUNITY FOUNDATION TD403b$106K32025
Retirement plans
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