Retirement plan

NEBRASKA CHILDREN'S HOME SOCIETY 401(K) RETIREMENT PLAN

Name: NEBRASKA CHILDREN'S HOME SOCIETY - NEBRASKA CHILDREN'S HOME SOCIETY 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: NEBRASKA CHILDREN'S HOME SOCIETY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEBRASKA CHILDREN'S HOME SOCIETY 401(K) RETIREMENT PLAN, NEBRASKA CHILDREN'S HOME SOCIETY

NEBRASKA CHILDREN'S HOME SOCIETYEIN 47-0378995Plan #001PY 2025

4939 S. 118TH STREET - OMAHA, NE 68137402-451-0787

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$3.2M

-4.8% from 2024

Total participants

106

-8.6% from 2024

Average account balance

$29,986

+4.2% from 2024

Annual return

8.42%

-5.16 pp from 2024

Benchmarks

See 3,150 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort3,150 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.18M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$30K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

106

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$376K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.42%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$298

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
FRANKEL ZACHARIA LLC1 year Filed as: FRANKEL LLC Service code 10 11404 WEST DODGE RD, STE 700 · OMAHA, NE 68154	Accounting	$10,000
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070	Contract Administrator	$9,470
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805	Advisory (Participants)	$6,551
ASCENSUS LLC1 year Filed as: PENSION ADMINISTRATORS, LLC Service code 15 · EIN 20-4043839	Recordkeeping	$5,545

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$32K

$526 / participant

Recordkeeping$32K100.0%

% of EOY assets

0.993%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FANKEL LLC
Auditor EIN: 470574775
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,986

$86,050-65.2%

$189,758-84.2%

$94,015-68.1%

Participation rate

100.0%

68.9%+31.1pp

79.8%+20.2pp

70.8%+29.2pp

Annual return

8.42%

17.77%-9.4pp

52.62%-44.2pp

17.84%-9.4pp

Employer contribution / active EE

$3,211

$2,819+13.9%

$4,767-32.6%

$2,790+15.1%

Participant deferral / active EE

$3,051

$3,349-8.9%

$5,856-47.9%

$4,249-28.2%

Admin fee / account holder

$298

$6,627-95.5%

$20,388-98.5%

$8,951-96.7%

Provider

Service type

Compensation

FRANKEL ZACHARIA LLC1 year

Filed as: FRANKEL LLC

Service code 10

11404 WEST DODGE RD, STE 700 · OMAHA, NE 68154

Accounting

$10,000

LINCOLN NATIONAL CORPORATION2 years

Service code 13 · EIN 35-1140070

Contract Administrator

$9,470

STADION MONEY MANAGEMENT2 years

Service code 26 · EIN 58-2099805

Advisory (Participants)

$6,551

ASCENSUS LLC1 year

Filed as: PENSION ADMINISTRATORS, LLC

Service code 15 · EIN 20-4043839

Recordkeeping

$5,545

NEBRASKA CHILDREN'S HOME SOCIETY 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEBRASKA CHILDREN'S HOME SOCIETY 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion