Original filing (PDF)20250819104436NAL0001102659001

ABS INVESTMENT MANAGEMENT LLC

Name: ABS INVESTMENT MANAGEMENT LLC — ABS INVESTMENT MANAGEMENT LLC INCENTIVE SAVINGS PLAN AND TRUST, Form 5500 (2024)
Creator: ABS INVESTMENT MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

ABS INVESTMENT MANAGEMENT LLC INCENTIVE SAVINGS PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.2M

Net assets (EOY)

$15.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABS INVESTMENT MANAGEMENT LLC.

Plan sponsor

Name

ABS INVESTMENT MANAGEMENT LLC

EIN

13-4205457

Address

537 STEAMBOAT ROAD · GREENWICH, CT · 06830

Phone

(203) 618-3700

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CAMDEN ASSET MANAGEMENT, L.P.

CAMDEN ASSET MANAGEMENT 401(K) PLAN

$15.2M · 18 participants

QUEST INVESTMENT MANAGEMENT, LLC

QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST II FUND

$15.2M

THOMPSON INVESTMENT MANAGEMENT, INC.

THOMPSON INVESTMENT MANAGEMENT, INC. 401K PROFIT SHARING PLAN

$15.2M · 18 participants

CPPIB AMERICA INC.

CPPIB AMERICA INC.401(K) PLAN

$15.3M · 93 participants

COACHWOOD ASSET MANAGEMENT, INC.

COACHWOOD ASSET MANAGEMENT, INC. DEFINED CONTRIBUTION PENSION PLAN