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Original filing (PDF)20251002135042NAL0000340227001
ABBOTT HOUSE, INC.
Form 5500
FILING_RECEIVED
ABBOTT HOUSE 403(B) PLAN
403(b) retirement plan
Signals · 1
29% in single holding
Active participants
716
Accounts w/ balance
234
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "or Similar Party or Maturity Value Value GROUP ANNUITY CONTRACT SHARES / UNITS * GTS Fixed Account (Liquid)" is 29% of plan.
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABBOTT HOUSE, INC..
Plan sponsor
Name
ABBOTT HOUSE, INC.
EIN
13-1991946
Address
100 NORTH BROADWAY · IRVINGTON, NY · 10533
Phone
(914) 591-7300
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
PFK O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE LIFE INSURANCE COMPANY | — | CHARLOTTE, NC | RECORDKEEPER | $3K | — |
Investments
19 direct securities· $7.8M(85% of reported assets)
Uncategorized
$6.5M
18 holdings
Mutual Funds
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party or Maturity Value GROUP ANNUITY CONTRACT SHARES / UNITS * GTS Fixed Account (Liquid) | — | — | — | $2.7M | 28.9% | |
| S T. Rowe Price Retirement 2020 Fund | Mutual Funds | — | $73K | $1.4M | 14.8% | |
| T. Rowe Price Retirement 2040 Fund | — | — | $32K | $976K | 10.6% | |
| Columbia Large Cap Index Instl 2 | — | — | $3K | $569K | 6.2% | |
| T. Rowe Price Retirement 2010 Fund | — | — | $31K | $472K | 5.1% | |
| JP Morgan Large Cap Growth R6 | — | — | $9K | $324K | 3.5% | |
| T. Rowe Price Retirement 2050 Fund | — | — | $14K | $268K | 2.9% | |
| John Hancock Bond R6 | — | — | $16K | $212K | 2.3% | |
| 9.50% with maturities through 2047 | — | — | — | $194K | 2.1% | |
| Macquarie Mid Cap Growth R6 | — | — | $5K | $156K | 1.7% | |
| MFS Value R6 | — | — | $4K | $116K | 1.3% | |
| Vanguard Selected Value Inv | — | — | $3K | $89K | 1.0% | |
| Undiscovered Mgrs Behavioral Value R6 991 | — | — | — | $83K | 0.9% | |
| Loomis Sayles Small Cap Growth N | — | — | $3K | $80K | 0.9% | |
| T. Rowe Price Retirement 2060 Fund | — | — | $5K | $75K | 0.8% | |
| American Funds Europacific GR R6 | — | — | $1K | $63K | 0.7% | |
| Eaton Vance Short Duration Strat Inc. I 640 | — | — | — | $54K | 0.6% | |
| Invesco Developing Markets A | — | — | $1K | $40K | 0.4% | |
| Vanguard FTSE Social Index Admiral | — | — | $2K | $36K | 0.4% |
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