Abbie Relkin signed Abbott House, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Abbott House, Inc.'s EIN is 13-1991946.
Download the official 2024 Form 5500 (PDF) for Abbott House, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Abbott House, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE LIFE INSURANCE COMPANY | — | CHARLOTTE, NC | RECORDKEEPER | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Similar Party or Maturity Value GROUP ANNUITY CONTRACT SHARES / UNITS * GTS Fixed Account (Liquid) | Common Stocks | — | — | $2.7M | 28.9% | |
| S T. Rowe Price Retirement 2020 Fund | Mutual Funds | — | $73K | $1.4M | 14.8% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | $32K | $976K | 10.6% | |
| Columbia Large Cap Index Instl 2 | Other securities | — | $3K | $569K | 6.2% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | $31K | $472K | 5.1% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | $9K | $324K | 3.5% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | $14K | $268K | 2.9% | |
| John Hancock Bond R6 | Other securities | — | $16K | $212K | 2.3% | |
| 9.50% with maturities through 2047 | Bonds / Notes | — | — | $194K | 2.1% | |
| Macquarie Mid Cap Growth R6 | Other securities | — | $5K | $156K | 1.7% | |
| MFS Value R6 | Mutual Funds | — | $4K | $116K | 1.3% | |
| Vanguard Selected Value Inv | Mutual Funds | — | $3K | $89K | 1.0% | |
| Undiscovered Mgrs Behavioral Value R6 991 | Other securities | — | — | $83K | 0.9% | |
| Loomis Sayles Small Cap Growth N | Other securities | — | $3K | $80K | 0.9% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | $5K | $75K | 0.8% | |
| American Funds Europacific GR R6 | Mutual Funds | — | $1K | $63K | 0.7% | |
| Eaton Vance Short Duration Strat Inc. I 640 | Common Stocks | — | — | $54K | 0.6% | |
| Invesco Developing Markets A | Mutual Funds | — | $1K | $40K | 0.4% | |
| Vanguard FTSE Social Index Admiral | Mutual Funds | — | $2K | $36K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
