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Original filing (PDF)20251015104712NAL0002269779001
ABC GROUP HOLDINGS, INC.
Form 5500
FILING_RECEIVED
ABC TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
4,421
Accounts w/ balance
2,065
Plan assets (EOY)
$73.2M
Net assets (EOY)
$73.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Participation health
65
Knocking points off
- 33 bps in Schedule C fees — 105% above peer band of 16 bps.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABC GROUP HOLDINGS, INC..
Plan sponsor
Name
ABC GROUP HOLDINGS, INC.
EIN
62-1364495
Address
25900 WEST 11 MILE ROAD · SOUTHFIELD, MI · 48034
Phone
(248) 352-0930
Industry
Manufacturingsee 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $130K | — |
Broker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIARTES, I | 34-1753575 | — | BROKER | $75K | — |
| PENSION ASSURANCE LLP | 30-0840934 | — | BROKER | $25K | — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | BROKER | $9K | — |
Investments
26 direct securities · 3 pooled funds· $73.2M(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.
Uncategorized
$72.0M
26 holdings
Common Collective Trust
$1.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund | — | — | — | $12.1M | 16.5% | |
| Fidelity Freedom Index 2030 Fund Investor Class Mutual Fund | — | — | — | $8.8M | 12.0% | |
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | — | — | — | $8.7M | 11.9% | |
| Fidelity Freedom Index 2025 Fund Investor Class Mutual Fund | — | — | — | $6.9M | 9.4% | |
| Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund | — | — | — | $6.0M | 8.2% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $5.1M | 7.0% | |
| Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund | — | — | — | $4.2M | 5.8% | |
| Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund | — | — | — | $4.1M | 5.6% | |
| Vanguard Treasury Money Market Mutual Fund | — | — | — | $3.0M | 4.1% | |
| Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund | — | — | — | $2.4M | 3.3% | |
| Fidelity Freedom Index 2020 Fund Investor Class Mutual Fund | — | — | — | $1.8M | 2.4% | |
| Participant Loans to participants, bearing interest from 4.25% to 10.50% | — | — | — | $1.5M | 2.0% | |
| T. Rowe Price Growth Stock Fund Mutual Fund | — | — | — | $1.3M | 1.8% | |
| METLIFE STABLE VAL J GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.2M | 1.6% | |
| Fidelity Freedom Index 2015 Fund Investor Class Mutual Fund | — | — | — | $1.0M | 1.4% | |
| Dodge & Cox Stock Fund Class X Mutual Fund | — | — | — | $937K | 1.3% | |
| Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund | — | — | — | $914K | 1.2% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $875K | 1.2% | |
| TCW MetWest Total Return Bond Fund Mutual Fund | — | — | — | $505K | 0.7% | |
| Dodge & Cox International Stock Fund Mutual Fund | — | — | — | $469K | 0.6% | |
| Vanguard Total International Stock Index Mutual Fund | — | — | — | $425K | 0.6% | |
| Fidelity Freedom Index Income Investor Mutual Fund | — | — | — | $265K | 0.4% | |
| Janus Henderson Triton Fund Class N Mutual Fund | — | — | — | $233K | 0.3% | |
| Fidelity Freedom Index 2010 Fund Investor Class Mutual Fund | — | — | — | $231K | 0.3% | |
| American Beacon Small Cap Value Fund R6 Mutual Fund | — | — | — | $211K | 0.3% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $141K | 0.2% | |
| Fidelity Freedom Index 2070 Fund Investor Class Mutual Fund | — | — | — | $1K | <0.1% | |
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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