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Original filing (PDF)20250912144816NAL0000833891001
ABELSON-TAYLOR, INC.
Form 5500
FILING_RECEIVED
ABELSON-TAYLOR, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
203
Accounts w/ balance
434
Plan assets (EOY)
$70.1M
Net assets (EOY)
$70.1M
How this plan invests
This plan
4 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABELSON-TAYLOR, INC..
Plan sponsor
Name
ABELSON-TAYLOR, INC.
EIN
36-3108622
Address
433 W VAN BUREN STREET · SUITE 650N · CHICAGO, IL · 606035300
Phone
(312) 894-5500
Industry
Professional & Technical Servicessee 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
2025-09-12
Pension benefit codes
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINTRUST INVESTMENTS LLC | 36-1245570 | — | ADVISOR | $70K | — |
Investments
19 direct securities · 4 pooled funds· $75.5M(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
$62.5M
19 holdings
Common Collective Trust
$13.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Mutual Fund NR | — | — | — | $7.6M | 10.9% | |
| Vanguard Capital Opportunity Fund Mutual Fund NR | — | — | — | $7.3M | 10.5% | |
| Fidelity 500 Index Fund Mutual Fund NR | — | — | — | $6.7M | 9.5% | |
| MFS International Intrinsic Value Fund Mutual Fund NR | — | — | — | $6.4M | 9.1% | |
| Large Cap Value Fund Collective Trust Fund NR | — | — | — | $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 | — | — | — | $5.3M | 7.5% | |
| Principal MidCap Fund Mutual Fund NR | — | — | — | $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 | — | — | — | $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 | — | — | — | $2.5M | 3.5% | |
| PGIM Jennison Small Company Fund Mutual Fund NR | — | — | — | $2.2M | 3.1% | |
| BlackRock High Yield Bond Fund Mutual Fund NR | — | — | — | $1.7M | 2.5% | |
| Vanguard Small Cap Value Index Fund Mutual Fund NR | — | — | — | $1.6M | 2.2% | |
| Principal Real Estate Securities Fund Mutual Fund NR | — | — | — | $1.3M | 1.8% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund NR | — | — | — | $1.3M | 1.8% | |
| JPMorgan Small Cap Equity Fund Mutual Fund NR | — | — | — | $995K | 1.4% | |
| ClearBridge International Growth Fund Mutual Fund NR | — | — | — | $915K | 1.3% | |
| BlackRock Mid-Cap Value Fund Mutual Fund NR | — | — | — | $858K | 1.2% | |
| DFA Emerging Markets fund Mutual Fund NR | — | — | — | $479K | 0.7% | |
| Various, bearing interest from * Participant loans 4.25% - 9.50% - | — | — | — | $415K | 0.6% | |
| GG EMERGING MKTS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
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