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Original filing (PDF)20251015094720NAL0002190563001
ABODA, INC.
Form 5500
FILING_RECEIVED
ABODA, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
192
Accounts w/ balance
174
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
26 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABODA, INC..
Plan sponsor
Name
ABODA, INC.
EIN
20-3513592
Address
6525 240TH STREET SE BUILDING B · WOODINVILLE, WA · 98072
Phone
(425) 861-0500
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SWEENEY CONRAD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $19K | — |
Investments
26 direct securities· $8.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Freedom 2040 Fund Mutual Fund | — | — | — | $1.4M | 16.6% | |
| Freedom 2030 Fund Mutual Fund | — | — | — | $1.2M | 14.1% | |
| Freedom 2035 Fund Mutual Fund | — | — | — | $1.2M | 13.9% | |
| Freedom 2045 Fund Mutual Fund | — | — | — | $877K | 10.1% | |
| Freedom 2025 Fund Mutual Fund | — | — | — | $732K | 8.4% | |
| Freedom 2050 Fund Mutual Fund | — | — | — | $546K | 6.3% | |
| Freedom 2055 Fund Mutual Fund | — | — | — | $536K | 6.2% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund | — | — | — | $516K | 6.0% | |
| Freedom 2015 Fund Mutual Fund | — | — | — | $391K | 4.5% | |
| 500 Index Fund Mutual Fund | — | — | — | $269K | 3.1% | |
| Freedom 2060 Fund Mutual Fund | — | — | — | $265K | 3.0% | |
| Vanguard High-Yield Corporate Fund Mutual Fund | — | — | — | $95K | 1.1% | |
| American Funds American Mutual Fund Mutual Fund | — | — | — | $87K | 1.0% | |
| Freedom 2010 Fund Mutual Fund | — | — | — | $83K | 1.0% | |
| Notes receivable from participants Mature through 2029, with | — | — | — | $79K | 0.9% | |
| Freedom 2065 Fund Mutual Fund | — | — | — | $29K | 0.3% | |
| Freedom 2020 Fund Mutual Fund | — | — | — | $28K | 0.3% | |
| Mid Cap Index Fund Mutual Fund | — | — | — | $25K | 0.3% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $24K | 0.3% | |
| Government Money Market Fund Mutual Fund | — | — | — | $20K | 0.2% | |
| DFA U.S. Small Cap Fund Mutual Fund | — | — | — | $20K | 0.2% | |
| DFA International Value Fund Mutual Fund | — | — | — | $11K | 0.1% | |
| American Funds New World Fund Mutual Fund | — | — | — | $10K | 0.1% | |
| DFA International Small Cap Fund Mutual Fund | — | — | — | $9K | 0.1% | |
| Cohen & Steers Global Realty Fund Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Lifestyle Growth Fund Mutual Fund | — | — | — | $6K | <0.1% |
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