Joanne Paladino signed ABEL HR, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ABEL HR, Inc.'s EIN is 22-3163382.
Download the official 2024 Form 5500 (PDF) for ABEL HR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ABEL HR, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 34-0472300 / PN 402 | Pooled Separate Account | — | — | $49.0M | 85.7% | |
| Vanguard VG Target Ret 2040 Inv SABF | Mutual Funds | — | — | $8.5M | 14.8% | |
| Vanguard VG Target Ret 2030 Inv SABD | Mutual Funds | — | — | $7.7M | 13.5% | |
| American AmerFunds Grw of America SA6K | Other securities | — | — | $5.8M | 10.2% | |
| Self Directed Brokerage Accounts - Various | Self-Directed Brokerage | — | — | $4.4M | 7.7% | |
| Vanguard 500 Index SACG | Common Collective Trusts | — | — | $3.8M | 6.6% | |
| Vanguard VG Target Ret 2050 Inv SABH | Mutual Funds | — | — | $3.5M | 6.1% | |
| Vanguard VG LifeStrat Grw SAB1 | Mutual Funds | — | — | $2.6M | 4.6% | |
| Group Annuity Contract - * Lincoln Guaranteed Account | Common Stocks | — | — | $2.6M | 4.6% | |
| Vanguard VG Target Ret 2020 Inv SABB | Mutual Funds | — | — | $1.5M | 2.7% | |
| Vanguard VG Target Ret Inc Inv SABM | Mutual Funds | — | — | $1.5M | 2.6% | |
| Vanguard VG Target Ret 2035 Inv SABE | Mutual Funds | — | — | $1.4M | 2.5% | |
| Vanguard VG Target Ret 2060 Inv SABL | Mutual Funds | — | — | $1.4M | 2.4% | |
| State Street SS Rsl Sml Cap Grw NL SAA9 | Other securities | — | — | $1.2M | 2.1% | |
| Vanguard VG Windsor Fund Admrl SABQ | Mutual Funds | — | — | $1.0M | 1.8% | |
| PIMCO Sht Term Fund Instl SAA5 | Mutual Funds | — | — | $1.0M | 1.8% | |
| American Funds New World SA6J | Mutual Funds | — | — | $912K | 1.6% | |
| Vanguard VG LifeStrat Mod Grw SAB2 | Mutual Funds | — | — | $890K | 1.6% | |
| Vanguard VG Target Ret 2045 Inv SABG | Mutual Funds | — | — | $831K | 1.5% | |
| State Street SS S&P MidCp Idx SACD | Common Collective Trusts | — | — | $790K | 1.4% | |
| Baird Aggregate Bond Inst SAEJ | Other securities | — | — | $730K | 1.3% | |
| Notes receivable from participants Interest rates between 4.25% - 9.50% | Bonds / Notes | — | — | $675K | 1.2% | |
| American AmerFunds Int Grw&Inc SA6F | Common Stocks | — | — | $544K | 1.0% | |
| Vanguard VG Target Ret 2055 Inv SABK | Mutual Funds | — | — | $537K | 0.9% | |
| DFA US Sm Cp Val Inst SA7M | Mutual Funds | — | — | $474K | 0.8% | |
| Vanguard VG Target Ret 2025 Inv SABC | Mutual Funds | — | — | $412K | 0.7% | |
| BlackRock Infpro Bond SA6N | Other securities | — | — | $403K | 0.7% | |
| Baird Core Plus Bond Inst SAEK | Other securities | — | — | $386K | 0.7% | |
| Vanguard Target Ret 2070 AABX | Mutual Funds | — | — | $349K | 0.6% | |
| Vanguard VG Dev Markets Idx Admrl SACH | Common Collective Trusts | — | — | $328K | 0.6% | |
| Vanguard VG LifeStrat Cons Grw SAAZ | Mutual Funds | — | — | $206K | 0.4% | |
| Vanguard VG REI Fund Admiral Shrs SAB5 | Mutual Funds | — | — | $125K | 0.2% | |
| Vanguard VG Target Ret 2065 Inv SAEN | Mutual Funds | — | — | $86K | 0.2% | |
| Vanguard VG LifeStrategy Income SAEP | Mutual Funds | — | — | $2K | <0.1% |
