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Original filing (PDF)20251001052225NAL0012826513001
ABA PROGRAMMING INC
Form 5500
FILING_RECEIVED
ABA PROGRAMMING INC 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
221
Accounts w/ balance
203
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T.ROWE PRICE RETIREMENT 2055-R" is 31% of plan.
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABA PROGRAMMING INC.
Plan sponsor
Name
ABA PROGRAMMING INC
EIN
56-2341012
Address
7901 E. 88TH STREET · INDIANAPOLIS, IN · 46256
Phone
(317) 849-5437
Industry
Health Care & Social Assistancesee 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
2025-10-01
Pension benefit codes
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
KATZ SAPPER & MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
21 direct securities · 5 pooled funds· $5.2M(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.
Registered Investment Companies
$4.9M
21 holdings
Common Collective Trust
$291K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $1.6M | 30.6% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $571K | 10.9% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $509K | 9.7% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $403K | 7.7% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $377K | 7.2% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $353K | 6.7% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $240K | 4.6% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $149K | 2.8% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $138K | 2.6% | |
| VIRTUS NFJ INTL VALUE A | Registered Investment Companies | — | — | $136K | 2.6% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $117K | 2.2% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $99K | 1.9% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $92K | 1.8% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $89K | 1.7% | |
| GS SMALL CAP VALUE FUND - A | Registered Investment Companies | — | — | $67K | 1.3% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $57K | 1.1% | |
| VIC PIO EQUITY INCOME A | Registered Investment Companies | — | — | $37K | 0.7% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $30K | 0.6% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $25K | 0.5% | |
| VIRTUS SGA INTERNATIONAL GR A | Registered Investment Companies | — | — | $24K | 0.5% | |
| PRINCIPAL MIDCAP R3 | Registered Investment Companies | — | — | $21K | 0.4% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $18K | 0.3% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $14K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $13K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $13K | 0.2% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $8K | 0.2% |
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