Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $52,680 |
HOGANTAYLOR LLP8 years Service code 10 · EIN 73-1413977 | Accounting | $52,110 |
Filed as: FIRST NATIONAL BANK Service code 64 · EIN 71-0058845 | Recordkeeping Fees | $42,415 |
FRIDAY ELDREDGE & CLARK10+ years Service code 29 · EIN 71-0253637 | Legal | $13,876 |
20 funds of $250K or more; 27 lines in all, holding $40.9M of the plan's $74.8M. From the 2024 filing. Recordkeeper: First National Bank OF Omaha.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $6.4M | 15.6% |
| Fidelity Fimm Money Market Portfolio Fidelity (FMR) · Money market | $5.0M | 12.4% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $4.6M | 11.4% |
| Vanguard Index Fund Vanguard · Mutual fund Index | $4.4M | 10.8% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $4.1M | 10.1% |
| Fidelity Investment Grade Bond Fund Fidelity (FMR) · Mutual fund | $3.4M | 8.4% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $3.0M | 7.4% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $2.4M | 5.9% |
| Vanguard Short-Term Investment-Grade Fund Vanguard · Mutual fund | $1.0M | 2.5% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $887K | 2.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.