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Original filing (PDF)20260227090012NAL0000133555001
ABATEMENT WORKERS NATIONAL DEFINED CONTRIBUTION PENSION PLAN
Form 5500
FILING_RECEIVED
ABATEMENT WORKERS NATIONAL DEFINED CONTRIBUTION PENSION PLAN
Defined-contribution retirement plan
Signals · 3
~112 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
2,621
Accounts w/ balance
2,629
Plan assets (EOY)
$45.2M
Net assets (EOY)
$45.2M
How this plan invests
This plan
22 pooled trusts
Schedule D
22 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
- 112 bps in Schedule C fees — 285% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABATEMENT WORKERS NATIONAL DEFINED CONTRIBUTION PENSION PLAN.
Plan sponsor
Name
ABATEMENT WORKERS NATIONAL DEFINED CONTRIBUTION PENSION PLAN
EIN
38-3048188
Address
700 TOWER DRIVE SUITE 300 · TROY, MI · 48098
Phone
(248) 813-9800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-02-27
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
WESLEY HADDAD & COMPANY CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | — | NONE | $230K | — |
| MORGAN STANLEY | 26-4310844 | — | NONE | $90K | — |
| NOVARA, TESIJA | 38-2823147 | — | NONE | $88K | — |
| BENESYS, INC | 38-2383171 | — | NONE | $49K | — |
| WRUBEL WESLEY & CO CPAS | 38-2574238 | — | NONE | $20K | — |
| STAFANSKY HOLLAWAY | — | NORTHVILLE, MI | NONE | $13K | — |
| PNC BANK | 22-1146430 | — | NONE | $8K | — |
| ABATEMENT PENSION FUND | 38-3048188 | — | NONE | $6K | — |
Investments
2 direct securities · 22 pooled funds· $43.1M(95% 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.
Common Collective Trust
$42.0M
14 holdings
Pooled Separate Account
$882K
8 holdings
Uncategorized
$209K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2040 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $8.5M | 18.8% | |
| PRIN LIFETIME HY 2035 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.9M | 13.1% | |
| PRIN LIFETIME HY 2030 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5.7M | 12.7% | |
| PRIN LIFETIME HY 2045 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $4.4M | 9.8% | |
| PRIN LIFETIME HY 2050 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.8M | 8.4% | |
| PRIN LIFETIME HY 2025 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.7M | 8.3% | |
| PRIN LIFETIME HY 2055 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $3.2M | 7.1% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.9M | 4.2% | |
| PRIN LIFETIME HY 2020 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.6M | 3.6% | |
| PRIN LIFETIME HY 2060 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.4M | 3.1% | |
| PRIN LIFETIME HY 2015 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $657K | 1.5% | |
| PRIN LIFETIME HY 2065 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $493K | 1.1% | |
| PRIN LIFETIME HY INC CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $427K | 0.9% | |
| PRINCIPAL LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $228K | 0.5% | |
| PRIN LIFETIME HYB 2070 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $203K | 0.4% | |
| PRINCIPAL BOND MKT INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $196K | 0.4% | |
| [DFE: PRINCIPAL LARGECAP GROWTH I SEPARATE ACCOUNT (extraction pending)] | — | — | — | $147K | 0.3% | |
| PRIN LG CAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $147K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $97K | 0.2% | |
| PRINCIPAL SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $93K | 0.2% | |
| [DFE: PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT (extraction pending)] | — | — | — | $62K | 0.1% | |
| PRIN US PROPERTY SEP ACCT R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $62K | 0.1% | |
| PRIN INT'L EQUITY INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $57K | 0.1% | |
| PRINCIPAL CORE PLUS BOND SEP ACT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1K | <0.1% |