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Original filing (PDF)20251015141702NAL0009676082001
ABB E-MOBILITY INC.
Form 5500
FILING_RECEIVED
ABB E-MOBILITY INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
236
Accounts w/ balance
281
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 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.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABB E-MOBILITY INC..
Plan sponsor
Name
ABB E-MOBILITY INC.
EIN
87-1718240
Address
305 GREGSON DRIVE · CARY, NC · 275116496
Phone
(919) 856-2360
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON 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 | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
22 direct securities · 2 pooled funds· $20.4M(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
$19.5M
21 holdings
Common Collective Trust
$877K
2 holdings
Mutual Funds
$48K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $2.7M | 13.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.5M | 12.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.1M | 10.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.1M | 10.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.8M | 8.6% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.7M | 8.5% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.7M | 8.1% | |
| Vanguard US Growth Fund | — | — | — | $1.2M | 5.8% | |
| SSGA RUSS SM/MD CP IX CL C FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 167 | Common Collective Trust | — | — | $829K | 4.0% | |
| Vanguard Equity Income Fund | — | — | — | $676K | 3.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $531K | 2.6% | |
| MFS International Diversification Fund | — | — | — | $522K | 2.5% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $428K | 2.1% | |
| Vanguard Total International Stock Index Fund | — | — | — | $374K | 1.8% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $343K | 1.7% | |
| Participant loans Participant loans with interest rates ranging from 4.25% to 9.5% and maturity dates through May 2044 -0- | — | — | — | $337K | 1.6% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $245K | 1.2% | |
| Hartford SmallCap Growth HLS Fund | — | — | — | $225K | 1.1% | |
| Alliance Bernstein AB Global Bond Fund Inc | Mutual Funds | — | — | $48K | 0.2% | |
| GOLDMAN SACHS STBL VAL COL TR THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $48K | 0.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $47K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $33K | 0.2% | |
| (E) | — | — | — | $33K | 0.2% | |
| Vanguard Target Retirement Income Fund | — | — | — | $27K | 0.1% |