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Original filing (PDF)20250919120457NAL0002486561001
ABT ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
ABT ELECTRONICS, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,718
Accounts w/ balance
1,942
Plan assets (EOY)
$124.7M
Net assets (EOY)
$124.7M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 103% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABT ELECTRONICS, INC..
Plan sponsor
Name
ABT ELECTRONICS, INC.
EIN
36-2816342
Address
1200 MILWAUKEE AVENUE · GLENVIEW, IL · 60025
Phone
(847) 967-8830
Industry
Retail Tradesee 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
2025-09-19
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $197K | — |
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | NONE | $30K | — |
| FORVIS LLP | 44-0160260 | — | NONE | $17K | — |
| FORVIS, LLP | 44-0160260 | — | NONE | $9K | — |
Investments
29 direct securities· $123.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I | — | — | — | $15.3M | 12.3% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $13.7M | 11.0% | |
| Vanguard Infor tech index adm | — | — | — | $13.6M | 10.9% | |
| Money market fund and cash Vanguard Funds Prime Money Market Fund | — | — | — | $11.8M | 9.4% | |
| JP Morgan US Equity Fund | — | — | — | $8.2M | 6.6% | |
| T. Rowe Price Global stock Fd 1 | — | — | — | $7.6M | 6.1% | |
| T. Rowe Price Capital Appreciation Fund | — | — | — | $6.6M | 5.3% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $5.3M | 4.2% | |
| Registered investment companies Amcent Small Cap Total Return K | — | — | — | $3.9M | 3.1% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $3.9M | 3.1% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $3.6M | 2.9% | |
| Putnam Large Cap Value Fund | — | — | — | $3.5M | 2.8% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $3.4M | 2.7% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $3.1M | 2.5% | |
| Janus Henderson Triton Class I Fund | — | — | — | $3.1M | 2.5% | |
| through August 2051 -0- | — | — | — | $3.0M | 2.4% | |
| BlackRock Total Return Investor A Shares Fund | — | — | — | $2.4M | 1.9% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $2.1M | 1.7% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $1.6M | 1.3% | |
| Vanguard Total International Stock Index Fund | — | — | — | $1.5M | 1.2% | |
| Vanguard GNMA Fund | — | — | — | $1.4M | 1.1% | |
| JP Morgan U.S. Small Company Fund | — | — | — | $1.2M | 1.0% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $1.2M | 0.9% | |
| American Funds EuroPacific Growth Fund | — | — | — | $669K | 0.5% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $620K | 0.5% | |
| Vanguard Short-Term Federal Fund | — | — | — | $566K | 0.5% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $199K | 0.2% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $80K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $73K | <0.1% |
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