Morgan Dodson signed Abbybank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Abbybank's EIN is 39-1087461.
Download the official 2024 Form 5500 (PDF) for Abbybank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Abbybank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $11.5M | 95.4% | |
| AMERICAN AGGRESSIVE ALLOCATION ALTA TRUST · EIN 88-1329967 / PN 001 | Common Collective Trust | — | — | $3.3M | 27.0% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.0M | 8.6% | |
| AMERICAN MODERATE ALLOCATION ALTA TRUST · EIN 88-1393866 / PN 001 | Common Collective Trust | — | — | $953K | 7.9% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $923K | 7.7% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $866K | 7.2% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $581K | 4.8% | |
| AMERICAN CONSERVATION ALLOCATION ALTA TRUST · EIN 88-1370364 / PN 001 | Common Collective Trust | — | — | $413K | 3.4% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $334K | 2.8% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $246K | 2.0% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $140K | 1.2% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 426 | Common Collective Trust | — | — | $59K | 0.5% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 426 | Common Collective Trust | — | — | $0 | <0.1% | |
| MARTIN CURRIE EMERGING MARKETS CIT GREAT GRAY · EIN 82-4565709 / PN 376 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | BROKER/ ADVISOR | $0 | — |
