Form 5500 Search
Back to filter
Original filing (PDF)20260310163121NAL0004051473001

ABARTA, INC.

Form 5500
FILING_RECEIVED
ABARTA, INC. DEFERRED COMPENSATION 401(K) SAVINGS PLAN FOR UNION EMPLOYEES
401(k) retirement plan
Signals · 2
Late filing · 3.8 mo100% in single holding
Active participants
841
Accounts w/ balance
395
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
85
/ 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
85
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
  • Filed 3.8 months past the 10.5-month grace window.
  • Top holding "[DFE: MIP CL 2 (no filing on disk)]" is 100% of plan.
  • Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABARTA, INC..
Plan sponsor
Name
ABARTA, INC.
EIN
23-1882790
Address
200 ALPHA DRIVE · PITTSBURGH, PA · 152382906
Phone
(412) 963-6226
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA PC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$28K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
STRATEGIC ADVISORS, INC.04-2654524ADVISOR$5K

Investments

1 pooled fund· $501K(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
MIP CL 2
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024
Common Collective Trust
$501K3.4%

Related plans