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Original filing (PDF)20251013141742NAL0000700163001
ABILITY CONNECTION COLORADO
Form 5500
FILING_RECEIVED
ABILITY CONNECTION COLORADO 403B PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
166
Accounts w/ balance
189
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABILITY CONNECTION COLORADO.
Plan sponsor
Name
ABILITY CONNECTION COLORADO
EIN
84-0420225
Address
801 YOSEMITE ST. · DENVER, CO · 80230
Phone
(303) 691-9339
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
2025-10-13
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROCK AND COMPANY CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | NONE | $10K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
Investments
29 direct securities · 1 pooled fund· $5.5M(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
$2.9M
29 holdings
Pooled Separate Account
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $2.6M | 90.4% | |
| JPMorgan Equity Income R6 | — | — | — | $391K | 13.6% | |
| Blackrock Blackrck Lifepth Idx Ret K | — | — | — | $342K | 11.9% | |
| T Rowe Price Troweprice Dividend GR I | — | — | — | $264K | 9.2% | |
| Fidelity US Bond Idx | — | — | — | $261K | 9.1% | |
| American Funds Amerfds New Perspective R6 | — | — | — | $197K | 6.9% | |
| AUL Insurance Company AUL Fixed Account, 3.00% | — | — | — | $184K | 6.4% | |
| American Funds Amerfds American Balanced R6 | — | — | — | $165K | 5.7% | |
| Fidelity 500 Index | — | — | — | $101K | 3.5% | |
| Blackrock Blackrck Lifepth Idx 2025 K - Blackrock Blackrck Lifepth Idx 2030 K | — | — | — | $94K | 3.3% | |
| Blackrock Blackrck Lifepth Idx 2035 K | — | — | — | $89K | 3.1% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $88K | 3.1% | |
| Invesco Disc Midcapgr R6 | — | — | — | $71K | 2.5% | |
| Blackrock Blackrck Lifepth Idx 2055 K | — | — | — | $71K | 2.5% | |
| Blackrock Blackrck Lifepth Idx 2050 K | — | — | — | $70K | 2.5% | |
| Blackrock Blackrck Lifepth Idx 2060 K | — | — | — | $62K | 2.2% | |
| Blackrock Blackrck Lifepth Idx 2045 K | — | — | — | $56K | 1.9% | |
| AUL Insurance Company AUL Stable Value Account, 2.00% | — | — | — | $48K | 1.7% | |
| Blackrock Blackrck Lifepth Idx 2040 K | — | — | — | $47K | 1.6% | |
| Lord Abbett Lord Abbett High Yield R6 | — | — | — | $45K | 1.6% | |
| PARTICIPANTS LOANS 4.25% TO 9.5% 0 | — | — | — | $44K | 1.5% | |
| various maturity dates) | — | — | — | $44K | 1.5% | |
| Blackrock Blackrck Lifepath Idx 2065 K | — | — | — | $37K | 1.3% | |
| Janus Henderson Jan Hen Venture N | — | — | — | $33K | 1.2% | |
| Blackrock Health Sci Opps K | — | — | — | $30K | 1.1% | |
| Macquarie Small Cap Core R6 | — | — | — | $29K | 1.0% | |
| Blackrock Total Return K | — | — | — | $25K | 0.9% | |
| Victory Integrity Smcapval R6 | — | — | — | $12K | 0.4% | |
| MFS INTL GROWTH R6 MUTUAL FUND SHARES 0 | — | — | — | $8K | 0.3% | |
| MFS Mid Cap Value R6 | — | — | — | $8K | 0.3% |
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