Original filing (PDF)20251014181013NAL0004752416001

ABACUS FINANCIAL SERVICES INC

Name: ABACUS FINANCIAL SERVICES INC — ABACUS FINANCIAL SERVICES INC 401(K) PLAN, Form 5500 (2024)
Creator: ABACUS FINANCIAL SERVICES INC

Form 5500-SF

FILING_RECEIVED

ABACUS FINANCIAL SERVICES INC 401(K) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$449K

Net assets (EOY)

$449K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABACUS FINANCIAL SERVICES INC.

Plan sponsor

Name

ABACUS FINANCIAL SERVICES INC

EIN

36-4528340

Address

939 CORPORATE WAY · FREMONT, CA · 94539

Phone

(510) 353-0855

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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