Original filing (PDF)20251001141624NAL0017910739001

Abbott, Stringham & Lynch Accountancy Corporation

Name: Abbott, Stringham & Lynch Accountancy Corporation — Form 5500 Plan 002 (2024)
Creator: Abbott, Stringham & Lynch Accountancy Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Abbott, Stringham & Lynch Accountancy Corporation 401(k) Profit Sharing Plan

401(k) retirement plan · Abbott, Stringham & Lynch Accountancy Corporation's Abbott, Stringham & Lynch Accountancy Corporation 401(k) Profit Sharing Plan held $31.7M in plan assets for 104 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

104

Accounts w/ balance

137

Plan assets (EOY)

$31.7M

Net assets (EOY)

$31.7M

Plan identifiers

Abbott, Stringham & Lynch Accountancy Corporation's EIN is 77-0051130.

EIN 77-0051130

Plan number 002

Plan year 2024

ACK ID 20251001141624NAL0017910739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Abbott, Stringham & Lynch Accountancy Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Abbott, Stringham & Lynch Accountancy Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (98th percentile).

Plan sponsor

Name

ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION

EIN

all filings

Address

1901 SOUTH BASCOM AVE., SUITE 105 · CAMPBELL, CA · 95008

Phone

(408) 377-8700

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	82-4555287	IRVINE, CA	RECORDKEEPER	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES, LLC	34-2552359	AUSTIN, TX	INVESTMENT ADVISOR	$38K	—

Investments

34 direct securities · 1 pooled fund· $30.5M(96% 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.

Mutual Funds

$23.0M

26 holdings

Common Collective Trusts

$3.2M

2 holdings

Other securities

$3.0M

5 holdings

Common Collective Trust

$812K

1 holding

Common Stocks

$497K

1 holding

					% of plan
AMERICAN FUNDS 2030 TARGET DATE FUND R6 Mutual Fund	Mutual Funds	—	—	$5.3M	16.6%
AMERICAN FUNDS 2035 TARGET DATE FUND R6 Mutual Fund	Mutual Funds	—	—	$3.9M	12.3%
VANGUARD 500 INDEX FUND - ADMIRAL Mutual Fund	Common Collective Trusts	—	—	$2.9M	9.1%
JPMORGAN LARGE CAP GROWTH R6 Mutual Fund	Other securities	—	—	$2.0M	6.3%
AMERICAN FUNDS 2050 TARGET DATE FUND R6 Mutual Fund	Mutual Funds	—	—	$1.8M	5.6%
AMERICAN FUNDS 2040 TARGET DATE FUND R6 Mutual Fund	Mutual Funds	—	—	$1.7M	5.3%
AMERICAN FUNDS 2025 TARGET DATE FUND R6 Mutual Fund	Mutual Funds	—	—	$1.6M	5.0%
VANGUARD WINDSOR II FUND - ADMIRAL Mutual Fund	Mutual Funds	—	—	$1.1M	3.5%
AMERICAN FUNDS GR AND INC PORT R-6 Mutual Fund	Mutual Funds	—	—	$1.1M	3.4%
AMERICAN FUNDS 2045 TARGET DATE FUND R6 Mutual Fund	Mutual Funds	—	—	$1.1M	3.4%
AMERICAN FUNDS 2055 TARGET DATE FUND R6 Mutual Fund	Mutual Funds	—	—	$957K	3.0%
AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund	Mutual Funds	—	—	$827K	2.6%
RELIANCE METLIFE SERIES 25053 C1 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013	Common Collective Trust	—	—	$812K	2.6%
VICTORY SYCAMORE ESTABLISHED VALUE R6 Mutual Fund	Other securities	—	—	$684K	2.2%
AMERICAN FUNDS BOND FUND OF AMER R6 Mutual Fund	Mutual Funds	—	—	$604K	1.9%
VANGUARD DEVELOPED MARKETS INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$539K	1.7%
VICTORY SYCAMORE SMALL CO OPPORTUNITY I Mutual Fund	Common Stocks	—	—	$497K	1.6%
AMERICAN FUNDS NEW WORLD R6 Mutual Fund	Mutual Funds	—	—	$423K	1.3%
VANGUARD MID CAP INDEX ADM Mutual Fund	Mutual Funds	—	—	$409K	1.3%
AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Fund	Mutual Funds	—	—	$399K	1.3%
VANGUARD SMALL CAP INDEX FUND - ADMIRAL Mutual Fund	Common Collective Trusts	—	—	$363K	1.1%
AMERICAN FUNDS 2060 TARGET DATE FUND R6 Mutual Fund	Mutual Funds	—	—	$353K	1.1%
AMERICAN FUNDS US GOVERNMENT SEC R6 Mutual Fund	Mutual Funds	—	—	$305K	1.0%
JANUS HENDERSON ENTERPRISE N Mutual Fund	Mutual Funds	—	—	$184K	0.6%
PARAMETRIC COMMODITY STRATEGY FUND I Mutual Fund	Other securities	—	—	$159K	0.5%
AMERICAN FUNDS INFLATION LINKED BD FD R6 Mutual Fund	Mutual Funds	—	—	$138K	0.4%
DFA REAL ESTATE SECURITIES I Mutual Fund	Mutual Funds	—	—	$134K	0.4%
JP MORGAN SMALL CAP GROWTH R6 Mutual Fund	Other securities	—	—	$125K	0.4%
AMERICAN FUNDS CAPITAL WORLD BOND R6 Mutual Fund	Mutual Funds	—	—	$124K	0.4%
AMERICAN FUNDS 2020 TARGET DATE FUND R6 Mutual Fund	Mutual Funds	—	—	$48K	0.2%
With Various Maturities -0-	Other securities	—	—	$33K	0.1%
AMERICAN FUNDS MULTI SECTOR INCOME FD R6 Mutual Fund	Mutual Funds	—	—	$15K	<0.1%
AMERICAN FUNDS 2065 TARGET DATE FUND R6 Mutual Fund	Mutual Funds	—	—	$13K	<0.1%
AMERICAN FUNDS 2010 TARGET DATE FUND R6 Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
AMERICAN FUNDS AMERICAN HI INC TR R6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%