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Original filing (PDF)20251014143958NAL0006376562001
ABILITY BEYOND DISABILITY, INC
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF ABILITY BEYOND DISABILITY, INC.
Defined-contribution retirement plan
Active participants
1,134
Accounts w/ balance
1,230
Plan assets (EOY)
$29.7M
Net assets (EOY)
$29.7M
How this plan invests
This plan
1 pooled trust
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABILITY BEYOND DISABILITY, INC.
Plan sponsor
Name
ABILITY BEYOND DISABILITY, INC
EIN
06-0776594
Address
4 BERKSHIRE BLVD · BETHEL, CT · 068011001
Phone
(203) 775-4700
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKERTILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $11K | — |
Investments
45 direct securities · 1 pooled fund· $53.9M(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.
Uncategorized
$26.3M
44 holdings
Pooled Separate Account
$24.3M
1 holding
Mutual Funds
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003 | Pooled Separate Account | — | — | $24.3M | 81.7% | |
| Interest Accumulation Account * Mutual of America Mutual of America Interest Accumulation N/R | — | — | — | $5.4M | 18.3% | |
| s * Mutual of America Mutual of America Equity Index Fund N/R | Mutual Funds | — | — | $3.4M | 11.4% | |
| Mutual of America Mutual of America Aggressive Allocation N/R | — | — | — | $2.7M | 9.2% | |
| Fund * Mutual of America Mutual of America 2025 Retirement N/R | — | — | — | $1.8M | 6.0% | |
| Fund * Mutual of America Mutual of America Moderate Allocation N/R | — | — | — | $1.7M | 5.7% | |
| Fund * Mutual of America Mutual of America 2035 Retirement N/R | — | — | — | $1.6M | 5.5% | |
| Fund * Mutual of America Mutual of America 2030 Retirement N/R | — | — | — | $1.6M | 5.3% | |
| Fund * Mutual of America Mutual of America 2040 Retirement N/R | — | — | — | $1.3M | 4.3% | |
| Fund * Mutual of America Mutual of America 2045 Retirement N/R | — | — | — | $1.1M | 3.7% | |
| Fund Fidelity VIP Contrafund Portfolio N/R | — | — | — | $1.1M | 3.7% | |
| Mutual of America Mutual of America 2050 Retirement N/R | — | — | — | $882K | 3.0% | |
| Fund American Century American Century VP Capital N/R | — | — | — | $754K | 2.5% | |
| Appreciation Fund * Mutual of America Mutual of America 2055 Retirement N/R | — | — | — | $713K | 2.4% | |
| Fund DWS Capital Growth VIP N/R | — | — | — | $628K | 2.1% | |
| Mutual of America Mutual of America 2065 Retirement N/R | — | — | — | $625K | 2.1% | |
| Fund T.Rowe Price T. Rowe Price Blue Chip Growth N/R | — | — | — | $527K | 1.8% | |
| Portfolio * Mutual of America Mutual of America 2060 Retirement N/R | — | — | — | $526K | 1.8% | |
| Fund Vanguard VIF International Portfolio N/R | — | — | — | $498K | 1.7% | |
| Mutual of America Mutual of America Money Market Fund N/R | — | — | — | $416K | 1.4% | |
| Fidelity VIP Equity-Income Portfolio N/R | — | — | — | $405K | 1.4% | |
| Mutual of America Mutual of America 2020 Retirement N/R | — | — | — | $331K | 1.1% | |
| Fund * Mutual of America Mutual of America Mid-Cap Equity Index N/R | — | — | — | $264K | 0.9% | |
| Fund * Mutual of America Mutual of America Small Cap Growth N/R | — | — | — | $219K | 0.7% | |
| Fund Fidelity VIP Mid Cap Portfolio N/R | — | — | — | $173K | 0.6% | |
| Mutual of America Mutual of America Bond Fund N/R | — | — | — | $172K | 0.6% | |
| Mutual of America Mutual of America Small Cap Value N/R | — | — | — | $154K | 0.5% | |
| Mutual of America Mutual of America Mid-Term Bond Fund N/R | — | — | — | $86K | 0.3% | |
| Fidelity VIP Asset Manager Portfolio N/R | — | — | — | $85K | 0.3% | |
| Vanguard VIF Diversified Value Portfolio N/R | — | — | — | $75K | 0.3% | |
| Mutual of America Mutual of America All America Fund N/R | — | — | — | $59K | 0.2% | |
| Vanguard VIF Real Estate Index N/R | — | — | — | $42K | 0.1% | |
| Portfolio * Mutual of America Mutual of America Composite Fund N/R | — | — | — | $38K | 0.1% | |
| Allocation Fund * Mutual of America Mutual of America Mid Cap Value Fund N/R | — | — | — | $34K | 0.1% | |
| Mutual of America Mutual of America Retirement Income N/R | — | — | — | $32K | 0.1% | |
| Mutual of America Mutual of America 2015 Retirement N/R | — | — | — | $31K | 0.1% | |
| Fund Neuberger Berman Neuberger Berman AMT Sustainable N/R | — | — | — | $26K | <0.1% | |
| Equity Portfolio American Funds American Funds Insurance SNWF N/R | — | — | — | $24K | <0.1% | |
| Oppenheimer VA Main Street Fund N/R | — | — | — | $23K | <0.1% | |
| Goldman Sachs Goldman Sachs VIT Small Cap Eq N/R | — | — | — | $23K | <0.1% | |
| Insights PIMCO VIT Real Return Institutional N/R | — | — | — | $18K | <0.1% | |
| Portfolio Vanguard VIF Total Bond Market Index N/R | — | — | — | $14K | <0.1% | |
| Portfolio * Mutual of America Mutual of America Small Cap Equity N/R | — | — | — | $13K | <0.1% | |
| Index Calvert Social Calvert Social Balanced Fund N/R | — | — | — | $10K | <0.1% | |
| Mutual of America Mutual of America International Fund N/R | — | — | — | $9K | <0.1% | |
| Goldman Sachs Goldman Sachs VIT US Equity Insights N/R | — | — | — | $5K | <0.1% |
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