Kevin Kalal signed ABDO, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ABDO, LLP's EIN is 41-1397419.
Download the official 2024 Form 5500 (PDF) for ABDO, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ABDO, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORD-KEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | OVERLAND PARK, KS | REGISTERD INVESTMENT AD | $47K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $32.0M | 90.3% | |
| T. Rowe Price Large Cap Value | Other securities | — | — | $5.9M | 16.5% | |
| Large Cap Growth Fund III R1 | Other securities | — | — | $5.2M | 14.7% | |
| Nuveen Int'l Equity Index | Common Collective Trusts | — | — | $2.8M | 7.9% | |
| Securian AM S&P 500 Index | Common Collective Trusts | — | — | $2.3M | 6.4% | |
| MFS International Growth | Mutual Funds | — | — | $2.2M | 6.1% | |
| Segall Bryant & Hammil Small Cap Growth | Other securities | — | — | $1.9M | 5.4% | |
| Allspring Special Small Cap Value | Other securities | — | — | $1.8M | 5.1% | |
| Vanguard Interm Bond Index Admiral | Mutual Funds | — | — | $1.6M | 4.6% | |
| Fidelity Large-Cap Growth Index | Mutual Funds | — | — | $1.4M | 4.0% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $1.2M | 3.3% | |
| Wellington Disciplined US Equity | Other securities | — | — | $1.1M | 3.2% | |
| MN Life Guaranteed Return Account | Other securities | — | — | $920K | 2.6% | |
| River Ridge Holding Company | Common Stocks | — | — | $914K | 2.6% | |
| TCW Global Bond | Other securities | — | — | $781K | 2.2% | |
| American Century Mid-Cap Value | Other securities | — | — | $491K | 1.4% | |
| Fidelity Large-Cap Value Index | Mutual Funds | — | — | $457K | 1.3% | |
| Fidelity Small-Cap Index | Mutual Funds | — | — | $417K | 1.2% | |
| Vanguard Lifestrategy Growth | Mutual Funds | — | — | $379K | 1.1% | |
| DFA Inflation-Protected Securities | Mutual Funds | — | — | $311K | 0.9% | |
| DFA Emerging Markets Core Equity 2 Institutional | Mutual Funds | — | — | $310K | 0.9% | |
| American Funds New World | Mutual Funds | — | — | $302K | 0.9% | |
| RV Essential Group | Common Stocks | — | — | $292K | 0.8% | |
| Nuveen Core Impact Bond | U.S. Treasuries | — | — | $253K | 0.7% | |
| Vanguard Information Technology Index | Mutual Funds | — | — | $248K | 0.7% | |
| Fidelity Mid-Cap Index | Mutual Funds | — | — | $240K | 0.7% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $215K | 0.6% | |
| DFA U.S. Small Cap Portfolio | Mutual Funds | — | — | $199K | 0.6% | |
| Notes receivable from participants (3.25% - 10.50% interest rate) | Bonds / Notes | — | — | $119K | 0.3% | |
| PGIM Jennison Utility Fund Class Z | Other securities | — | — | $56K | 0.2% | |
| Vanguard Lifestrategy Moderate Growth | Mutual Funds | — | — | $35K | <0.1% | |
| Vanguard LifeStrategy Conservative Growth | Mutual Funds | — | — | $22K | <0.1% | |
| Vanguard Energy Index Admiral | Mutual Funds | — | — | $2K | <0.1% |
