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Original filing (PDF)20250829103248NAL0011085329001
ABLE MOVING AND STORAGE, INC.
Form 5500
FILING_RECEIVED
ABLE MOVING AND STORAGE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
103
Accounts w/ balance
111
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal Principal LifeTime Hybrid 2035 CIT Z" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABLE MOVING AND STORAGE, INC..
Plan sponsor
Name
ABLE MOVING AND STORAGE, INC.
EIN
54-1417920
Address
8050 WELLINGFORD DRIVE · MANASSAS, VA · 201092478
Phone
(703) 330-3772
Industry
Transportation & Warehousingsee 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
2025-08-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $39K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | OTHER SERVICES | $0 | — |
Investments
14 direct securities · 13 pooled funds· $8.8M(100% 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.
Common Collective Trust
$6.5M
13 holdings
Uncategorized
$2.3M
13 holdings
Mutual Funds
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.4M | 27.5% | |
| Fidelity 500 Index Fund | — | — | — | $1.4M | 15.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 14.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $649K | 7.4% | |
| Fidelity NASDAQ Composite Index Fund | — | — | — | $574K | 6.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $565K | 6.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $548K | 6.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $533K | 6.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $353K | 4.0% | |
| Participant loans to plan participants, maturing at various dates, with interest from 4.25% to 9.50% -0- | — | — | — | $109K | 1.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $82K | 0.9% | |
| T. Rowe Price T. Rowe Price Institutional Floating Rate Fund | — | — | — | $47K | 0.5% | |
| JP Morgan JP Morgan Large Cap Growth R6 Fund | — | — | — | $41K | 0.5% | |
| PIMCO Income Institutional Fund | — | — | — | $38K | 0.4% | |
| Invesco Small Cap Value R6 Fund | — | — | — | $36K | 0.4% | |
| American Century American Century Small Cap Growth R6 Fund 502 American Funds American Funds US Government Securities R6 | Mutual Funds | — | — | $31K | 0.4% | |
| JP Morgan JP Morgan Large Cap Value R6 Fund | — | — | — | $24K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $23K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $18K | 0.2% | |
| Dodge & Cox Dodge & Cox International Stock X Fund | — | — | — | $16K | 0.2% | |
| Schwab Fundamental US Large Company Index 431 T. Rowe Price T. Rowe Price Health Sciences I Fund | — | — | — | $15K | 0.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $11K | 0.1% | |
| JP Morgan JP Morgan Mid Cap Equity R6 Fund | — | — | — | $8K | <0.1% | |
| JP Morgan JP Morgan US Equity R6 Fund | — | — | — | $6K | <0.1% | |
| Janus Henderson Janus Henderson Enterprise N Fund | — | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |