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Original filing (PDF)20251008152348NAL0006063025001
ABACUS TECHNOLOGY CORPORATION
Form 5500
FILING_RECEIVED
ABACUS TECHNOLOGY CORPORATION 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
738
Accounts w/ balance
1,093
Plan assets (EOY)
$108.8M
Net assets (EOY)
$108.8M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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
- 25 bps in Schedule C fees — 149% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABACUS TECHNOLOGY CORPORATION.
Plan sponsor
Name
ABACUS TECHNOLOGY CORPORATION
EIN
52-1328215
Address
5404 WISCONSIN AVE STE 1100 · CHEVY CHASE, MD · 208153573
Phone
(301) 951-1706
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-08
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)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $270K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO, LLP | 57-1157523 | — | ACCOUNTANT | $0 | — |
Investments
36 direct securities · 1 pooled fund· $108.2M(99% 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.
Uncategorized
$98.0M
36 holdings
Common Collective Trust
$10.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index Retirement K Mutual Fund NR | — | — | — | $14.9M | 13.7% | |
| American Funds Growth Fund of America Mutual Fund NR | — | — | — | $11.0M | 10.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $10.2M | 9.4% | |
| Fidelity 500 Index Mutual Fund NR | — | — | — | $9.6M | 8.8% | |
| American Funds New Perspective Mutual Fund NR | — | — | — | $6.5M | 6.0% | |
| Janus Henderson Enterprise Mutual Fund NR | — | — | — | $6.4M | 5.9% | |
| American Funds Investment Company of America Mutual Fund NR | — | — | — | $5.7M | 5.2% | |
| BlackRock Lifepath Index 2030 K Mutual Fund NR | — | — | — | $5.2M | 4.8% | |
| BlackRock Lifepath Index 2035 K Mutual Fund NR | — | — | — | $4.9M | 4.5% | |
| BlackRock Lifepath Index 2045 K Mutual Fund NR | — | — | — | $4.3M | 4.0% | |
| BlackRock Lifepath Index 2040 K Mutual Fund NR | — | — | — | $4.3M | 3.9% | |
| Neuberger Berman Genesis Mutual Fund NR | — | — | — | $4.0M | 3.7% | |
| American Funds Income Fund of America Mutual Fund NR | — | — | — | $2.7M | 2.5% | |
| Bond American Funds US Government Securities Mutual Fund NR | — | — | — | $2.5M | 2.3% | |
| Neuberger Berman Large Cap Value Mutual Fund NR | — | — | — | $1.8M | 1.7% | |
| BlackRock Lifepath Index 2050 K Mutual Fund NR | — | — | — | $1.8M | 1.7% | |
| Fidelity Mid Cap Index Mutual Fund NR | — | — | — | $1.5M | 1.4% | |
| American Funds EuroPacific Growth Mutual Fund NR | — | — | — | $1.4M | 1.3% | |
| Fidelity Small Cap Index Mutual Fund NR | — | — | — | $1.3M | 1.2% | |
| BlackRock Lifepath Index 2060 K Mutual Fund NR | — | — | — | $1.2M | 1.1% | |
| JPMorgan Core Bond Mutual Fund NR | — | — | — | $1.1M | 1.0% | |
| PGIM Total Return Bond Mutual Fund NR | — | — | — | $1.1M | 1.0% | |
| Various, bearing interest from - * Participant loans 4.25%-9.50% | — | — | — | $1.1M | 1.0% | |
| BlackRock Lifepath Index 2055 K Mutual Fund NR | — | — | — | $961K | 0.9% | |
| BlackRock Lifepath Index 2065 K Mutual Fund NR | — | — | — | $549K | 0.5% | |
| Nuveen Real Estate Securities Mutual Fund NR | — | — | — | $448K | 0.4% | |
| Fidelity International Index Mutual Fund NR | — | — | — | $435K | 0.4% | |
| Fidelity US Bond Index Mutual Fund NR | — | — | — | $308K | 0.3% | |
| Blackrock High Yield Bond K Mutual Fund NR | — | — | — | $283K | 0.3% | |
| MFS Mid Cap Value Mutual Fund NR | — | — | — | $280K | 0.3% | |
| American Century Short Duration Inflation Protection Mutual Fund NR | — | — | — | $145K | 0.1% | |
| American Funds New World Mutual Fund NR | — | — | — | $93K | <0.1% | |
| Janus Henderson Small Cap Value Mutual Fund NR | — | — | — | $71K | <0.1% | |
| Janus Henderson Global Equity Mutual Fund NR | — | — | — | $64K | <0.1% | |
| AB Global Bond Z Mutual Fund NR | — | — | — | $22K | <0.1% | |
| Victory Trivalent International Small Cap Mutual Fund NR | — | — | — | $21K | <0.1% | |
| Loomis Sayles Bond N Fund Mutual Fund NR | — | — | — | $9K | <0.1% |
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