Able2 Enhancing Potential, Inc.'s EIN is 16-1091767.
Download the official 2022 Form 5500 (PDF) for Able2 Enhancing Potential, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Able2 Enhancing Potential, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHEMUNG CANAL TRUST COMPANY | 16-0380815 | — | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX MUTUAL FUND -- EQUITY | Common Collective Trusts | — | $1.4M | $1.6M | 23.5% | |
| AMERICAN BEACON SMALL CAP VALUE MUTUAL FUND -- EQUITY 0 DODGE & COX STOCK MUTUAL FUND -- EQUITY | Mutual Funds | — | $1.1M | $1.4M | 19.8% | |
| VANGUARD SHORT TM GOVT BOND INDEX MUTUAL FUND -- FIXED | U.S. Treasuries | — | $553K | $537K | 7.8% | |
| VANGUARD TOTAL BOND MARKET INDEX MUTUAL FUND -- FIXED | Mutual Funds | — | $533K | $482K | 7.0% | |
| FIDELITY SMALL CAP INDEX MUTUAL FUND -- EQUITY 0 FIDELITY HERMES ULTRA SHORT BOND MUTUAL FUND -- FIXED 5 FEDERATED HERMES GOVT OBLIG MONEY MARKET | U.S. Treasuries | — | $453K | $453K | 6.6% | |
| VANGUARD SHORT-TERM BOND INDEX MUTUAL FUND -- FIXED | Mutual Funds | — | $375K | $351K | 5.1% | |
| CLEARBRIDGE SMALL CAP GROWTH MUTUAL FUND -- EQUITY | Other securities | — | $361K | $346K | 5.0% | |
| VANGUARD S&P 500 VALUE INDEX MUTUAL FUND -- EQUITY | Common Collective Trusts | — | $302K | $292K | 4.3% | |
| INVESCO DEVELOPING MARKETS MUTUAL FUND -- EQUITY 0 T ROWE PRICE GROWTH STOCK MUTUAL FUND -- EQUITY | Mutual Funds | — | $290K | $233K | 3.4% | |
| VANGUARD INTERM TERM BOND INDEX MUTUAL FUND -- FIXED | Mutual Funds | — | $230K | $202K | 2.9% | |
| FIDELITY INTERNATIONAL INDEX MUTUAL FUND -- EQUITY | Mutual Funds | — | $232K | $198K | 2.9% | |
| FEDERATED HERMES SHORT-INTERMEDIATE MUTUAL FUND -- FIXED | Other securities | — | $177K | $161K | 2.3% | |
| VANGUARD HIGH-YIELD CORPORATE MUTUAL FUND -- FIXED | Mutual Funds | — | $163K | $143K | 2.1% | |
| PARTICIPANT LOANS 4.25% - 7.5% | Bonds / Notes | — | $104K | $104K | 1.5% | |
| VANGUARD INTERM TERM TREAS MUTUAL FUND -- FIXED | Mutual Funds | — | $96K | $91K | 1.3% | |
| LORD ABBETT SHORT DURATION MUTUAL FUND -- FIXED | Mutual Funds | — | $91K | $85K | 1.2% | |
| CASH UNINVESTED CASH 0 AMERICAN CENTURY SMALL CAP VALUE MUTUAL FUND -- EQUITY | Cash / Money Market | — | $50K | $45K | 0.7% | |
| ISHARES RUSSELL MIDCAP INSTL MUTUAL FUND -- EQUITY | Other securities | — | $48K | $43K | 0.6% | |
| VANGUARD SHORT-TERM TREASURY INDEX MUTUAL FUND -- FIXED 0 VANGUARD SMALL CAP INDEX MUTUAL FUND -- EQUITY | Mutual Funds | — | $41K | $35K | 0.5% | |
| JP MORGAN EMERG MRKT R6 MUTUAL FUND -- EQUITY | Other securities | — | $23K | $26K | 0.4% | |
| VANGUARD SHORT-TERM INVESTMENT-GRAD MUTUAL FUND -- FIXED 5 VANGUARD MID CAP INDEX MUTUAL FUND -- EQUITY | Mutual Funds | — | $18K | $20K | 0.3% | |
| DODGE & COX INCOME MUTUAL FUND -- FIXED | Mutual Funds | — | $12K | $11K | 0.2% | |
| VANGUARD DIVIDEND GROWTH MUTUAL FUND -- EQUITY 0 VANGUARD EXTENDED MARKET MUTUAL FUND -- EQUITY | Mutual Funds | — | $11K | $10K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
