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Original filing (PDF)20250731155614NAL0013703602001
ABRAHAM TECHNICAL SERVICES INC. DBA ABETECH
Form 5500
FILING_RECEIVED
ABRAHAM TECHNICAL 401(K) PLAN
401(k) retirement plan
Active participants
132
Accounts w/ balance
167
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.5M
How this plan invests
This plan
29 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 ABRAHAM TECHNICAL SERVICES INC. DBA ABETECH.
Plan sponsor
Name
ABRAHAM TECHNICAL SERVICES INC. DBA ABETECH
EIN
41-1717647
Address
12560 FLETCHER LANE SUITE 100 · ROGERS, MN · 55374
Phone
(763) 428-3170
Industry
Wholesale Tradesee 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
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)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $36K | — |
Investments
29 direct securities· $19.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $2.7M | 14.0% | |
| American Funds 2030 Target Date Retirement | — | — | — | $2.0M | 10.5% | |
| T.Rowe Price Blue Chip Growth | — | — | — | $2.0M | 10.1% | |
| Vanguard Equity-Income Admin | — | — | — | $1.6M | 8.4% | |
| MFS International Diversification | — | — | — | $1.4M | 6.9% | |
| American Funds 2035 Target Date Retirement | — | — | — | $970K | 5.0% | |
| Fidelity Mid Cap Index | — | — | — | $813K | 4.2% | |
| PIMCO Income Institutional | — | — | — | $681K | 3.5% | |
| American Funds 2025 Target Date Retirement | — | — | — | $660K | 3.4% | |
| American Funds 2040 Target Date Retirement | — | — | — | $604K | 3.1% | |
| JPMorgan Core Plus Bond | — | — | — | $541K | 2.8% | |
| American Funds 2055 Target Date Retirement | — | — | — | $509K | 2.6% | |
| Empower Guaranteed Interest Fund | — | — | — | $506K | 2.6% | |
| American Century Mid Cap Value R6 | — | — | — | $486K | 2.5% | |
| American Funds 2045 Target Date Retirement | — | — | — | $451K | 2.3% | |
| American Funds 2050 Target Date Retirement | — | — | — | $428K | 2.2% | |
| Fidelity Advisor Small Cap Value | — | — | — | $407K | 2.1% | |
| Empower T. Rowe Price Mid Cap Growth Institutional | — | — | — | $407K | 2.1% | |
| American Funds New Perspective R6 | — | — | — | $373K | 1.9% | |
| Fidelity Emerging Markets Index | — | — | — | $373K | 1.9% | |
| Fidelity Small Cap Index | — | — | — | $300K | 1.5% | |
| Janus Henderson Venture Fund | — | — | — | $247K | 1.3% | |
| Baird Aggregate Bond Institultional | — | — | — | $226K | 1.2% | |
| PIMCO International Bond (USD-HEDGED) Institutional | — | — | — | $191K | 1.0% | |
| Principal Real Estate Securities FD | — | — | — | $179K | 0.9% | |
| American Funds 2010 Target Date Retirement | — | — | — | $153K | 0.8% | |
| Participants Participant Loans Interest Rates from 4.25% to 9.50% - | — | — | — | $134K | 0.7% | |
| American Funds 2020 Target Date Retirement | — | — | — | $76K | 0.4% | |
| American Funds 2060 Target Date Retirement | — | — | — | $76K | 0.4% |
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