Keith Stenlund signed Abelson-Taylor, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Abelson-Taylor, Inc.'s EIN is 36-3108622.
Download the official 2024 Form 5500 (PDF) for Abelson-Taylor, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Abelson-Taylor, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINTRUST INVESTMENTS LLC | 36-1245570 | — | ADVISOR | $70K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Mutual Fund NR | Mutual Funds | — | — | $7.6M | 10.9% | |
| Vanguard Capital Opportunity Fund Mutual Fund NR | Mutual Funds | — | — | $7.3M | 10.5% | |
| Fidelity 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $6.7M | 9.5% | |
| MFS International Intrinsic Value Fund Mutual Fund NR | Mutual Funds | — | — | $6.4M | 9.1% | |
| Large Cap Value Fund Collective Trust Fund NR | Common Collective Trusts | — | — | $5.3M | 7.6% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5.3M | 7.6% | |
| American Funds American Balanced Fund Mutual Fund NR | Mutual Funds | — | — | $5.3M | 7.5% | |
| Principal MidCap Fund Mutual Fund NR | Other securities | — | — | $5.1M | 7.3% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $4.9M | 7.0% | |
| Fidelity Contrafund Mutual Fund NR | Mutual Funds | — | — | $4.5M | 6.4% | |
| GS STABLE VALUE SEL1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2.8M | 4.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $2.5M | 3.5% | |
| PGIM Jennison Small Company Fund Mutual Fund NR | Common Stocks | — | — | $2.2M | 3.1% | |
| BlackRock High Yield Bond Fund Mutual Fund NR | Other securities | — | — | $1.7M | 2.5% | |
| Vanguard Small Cap Value Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.6M | 2.2% | |
| Principal Real Estate Securities Fund Mutual Fund NR | Other securities | — | — | $1.3M | 1.8% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund NR | Other securities | — | — | $1.3M | 1.8% | |
| JPMorgan Small Cap Equity Fund Mutual Fund NR | Other securities | — | — | $995K | 1.4% | |
| ClearBridge International Growth Fund Mutual Fund NR | Other securities | — | — | $915K | 1.3% | |
| BlackRock Mid-Cap Value Fund Mutual Fund NR | Other securities | — | — | $858K | 1.2% | |
| DFA Emerging Markets fund Mutual Fund NR | Mutual Funds | — | — | $479K | 0.7% | |
| Various, bearing interest from * Participant loans 4.25% - 9.50% - | Bonds / Notes | — | — | $415K | 0.6% | |
| GG EMERGING MKTS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
