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Original filing (PDF)20251015132131NAL0002476035001
ABARTA, INC.
Form 5500
FILING_RECEIVED
ABARTA, INC. MASTER TRUST AGREEMENT
Employee benefit plan
Signals · 2
100% in single holding~1055 bps in Sched C fees
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
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
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "[DFE: ABARTA, INC. PENSION PLAN (extraction pending)]" is 100% of plan.
- 1055 bps in Schedule C fees — 3537% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABARTA, INC..
Plan sponsor
Name
ABARTA, INC.
EIN
23-7685387
Address
200 ALPHA DRIVE · PITTSBURGH, PA · 152382906
Phone
(412) 968-1186
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
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT TRUST COMPANY | 04-3022712 | — | NONE | $1.1M | — |
| PYRAMIS GLOBAL | 20-4659714 | — | NONE | $0 | — |
Investments
1 direct security · 1 pooled fund· $21.6M(100% 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.
Uncategorized
$10.8M
1 holding
Master Trust
$10.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: ABARTA, INC. PENSION PLAN (extraction pending)] | — | — | — | $10.8M | 100.0% | |
| ABARTA, INC. MASTER TRUST AGREEMENT ABARTA, INC. · EIN 23-1882790 / PN 002 | Master Trust | — | — | $10.8M | 100.0% |
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