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Original filing (PDF)20260305130631NAL0006656560001
ABILITIES NETWORK, INC.
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF ABILITIES NETWORK, INC.
403(b) retirement plan
Active participants
189
Accounts w/ balance
424
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
1 pooled trust
Schedule D
55 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
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABILITIES NETWORK, INC..
Plan sponsor
Name
ABILITIES NETWORK, INC.
EIN
52-6060453
Address
8503 LASALLE ROAD · TOWSON, MD · 21286
Phone
(410) 828-7700
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $3K | — |
Investments
39 direct securities · 1 pooled fund· $14.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.1M
39 holdings
Pooled Separate Account
$6.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $6.5M | 85.9% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2045 Fund | — | — | — | $1.0M | 13.5% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2040 Fund | — | — | — | $788K | 10.4% | |
| Mutual of America Life Insurance Company MoA Equity Index Fund | — | — | — | $777K | 10.2% | |
| Lincoln National Life Insurance Company Subaccounts of Variable Annuities | — | — | — | $677K | 8.9% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2035 Fund | — | — | — | $592K | 7.8% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2050 Fund | — | — | — | $348K | 4.6% | |
| Plan Number: 001 . Mutual of America GROUP ANNUITY CONTRACT 985 MoA Small Cap Value Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $339K | 4.5% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2030 Fund | — | — | — | $338K | 4.5% | |
| Vanguard VIF International Portfolio . Mutual of America GROUP ANNUITY CONTRACT 15 Vanguard VIF Real Estate Index Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $333K | 4.4% | |
| MoA Moderate Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $303K | 4.0% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2055 Fund | — | — | — | $200K | 2.6% | |
| T. Rowe Price Blue Chip Growth Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $199K | 2.6% | |
| Vanguard VIF Diversified Value Portfolio | — | — | — | $199K | 2.6% | |
| Invesco V.I. Main Street Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $178K | 2.3% | |
| DWS Capital Growth VIP | — | — | — | $163K | 2.2% | |
| . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $163K | 2.2% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2020 Fund | — | — | — | $163K | 2.2% | |
| MoA Mid Cap Equity Index Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $163K | 2.1% | |
| Fidelity VIP Equity-Income Portfolio | — | — | — | $126K | 1.7% | |
| Fidelity VIP Asset Manager Portfolio | — | — | — | $115K | 1.5% | |
| DWS Capital Growth VIP . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $115K | 1.5% | |
| Vanguard VIF Real Estate Index Portfolio 15 Calvert Research and Management Calvert VP SRI Balanced Portfolio | — | — | — | $102K | 1.3% | |
| MoA Conservative Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $102K | 1.3% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2025 Fund | — | — | — | $96K | 1.3% | |
| Calvert VP SRI Balanced Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $82K | 1.1% | |
| . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $77K | 1.0% | |
| T.Rowe T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $77K | 1.0% | |
| Lincoln National Life Insurance Company Fixed Account | — | — | — | $57K | 0.8% | |
| Vanguard VIF International Portfolio | — | — | — | $47K | 0.6% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2060 | — | — | — | $40K | 0.5% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2065 | — | — | — | $33K | 0.4% | |
| MoA Clear Passage 2065 Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $31K | 0.4% | |
| Fidelity VIP Contrafund Portfolio | — | — | — | $30K | 0.4% | |
| MoA US Government Money Market Fund . Mutual of America GROUP ANNUITY CONTRACT 277 Macquarie VIP Small Cap Value Series . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $23K | 0.3% | |
| Macquarie VIP Small Cap Value Series 277 * Mutual of America Life Insurance Company MoA Small Cap Growth Fund | — | — | — | $14K | 0.2% | |
| Mutual of America Life Insurance Company MoA All America Fund | — | — | — | $11K | 0.1% | |
| Mutual of America Life Insurance Company MoA Mid Cap Equity Index | — | — | — | $7K | <0.1% | |
| Neuberger Berman Neuberger Berman AMT Sustainable Equity Portfolio 6 Invesco V.I. Main Street Fund | — | — | — | $5K | <0.1% | |
| Mutual of America Life Insurance Company MoA Balanced Fund | — | — | — | $2K | <0.1% |
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