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Original filing (PDF)20251006173620NAL0009657650001
ABBOTT CONSTRUCTION LLC
Form 5500
FILING_RECEIVED
ABBOTT CONSTRUCTION 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
247
Accounts w/ balance
279
Plan assets (EOY)
$33.2M
Net assets (EOY)
$33.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 ABBOTT CONSTRUCTION LLC.
Plan sponsor
Name
ABBOTT CONSTRUCTION LLC
EIN
91-1203959
Address
3408 1ST AVENUE SOUTH · SEATTLE, WA · 981341805
Phone
(206) 399-6625
Industry
Constructionsee 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
2025-10-06
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRASSI & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | INVESTMENT ADVISORY | $47K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $67K | — |
Investments
27 direct securities · 1 pooled fund· $33.2M(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
$32.5M
27 holdings
Common Collective Trust
$678K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Investments Nuveen Lifecycle Index 2035 R6 | — | — | — | $3.7M | 11.3% | |
| TIAA Investments Nuveen Lifecycle Index 2045 R6 | — | — | — | $3.3M | 9.8% | |
| Vanguard Group Vanguard 500 Index Admiral Fd | — | — | — | $3.3M | 9.8% | |
| TIAA Investments Nuveen Lifecycle Index 2030 R6 | — | — | — | $3.2M | 9.6% | |
| TIAA Investments Nuveen Lifecycle Index 2020 R6 | — | — | — | $2.4M | 7.2% | |
| TIAA Investments Nuveen Lifecycle Index 2025 R6 | — | — | — | $2.3M | 7.0% | |
| TIAA Investments Nuveen Lifecycle Index 2050 R6 | — | — | — | $2.2M | 6.6% | |
| TIAA Investments Nuveen Lifecycle Index 2040 R6 | — | — | — | $2.1M | 6.2% | |
| JP Morgan Funds JP Morgan Core Bond R6 Fund | — | — | — | $1.7M | 5.2% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fd | — | — | — | $921K | 2.8% | |
| TIAA Investments Nuveen Lifecycle Index 2060 R6 | — | — | — | $879K | 2.6% | |
| TIAA Investments Nuveen Lifecycle Index 2055 R6 | — | — | — | $842K | 2.5% | |
| Putnam Investments Putnam Large Cap Growth R6 Fd | — | — | — | $743K | 2.2% | |
| Vanguard Group Vanguard MidCo Gith Idx Adm Fd | — | — | — | $724K | 2.2% | |
| TIAA Investments Nuveen Lifecycle Index 2015 R6 | — | — | — | $678K | 2.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $678K | 2.0% | |
| MFS Investment Management MFS Intl Intrinsic Value R4 Fd | — | — | — | $625K | 1.9% | |
| The American Funds Amer Funds Amer Bal R6 Fd | — | — | — | $568K | 1.7% | |
| Participant Loans Interest rates from 3.25% - 9.50% -0- | — | — | — | $539K | 1.6% | |
| Eaton Vance Eaton Vance Inc Ed of Bos T Fd | — | — | — | $515K | 1.5% | |
| BlackRock Strat Gbl Bond K Fd | — | — | — | $312K | 0.9% | |
| Vanguard Group Vanguard Sm Cap Val Idx Adm Fd | — | — | — | $307K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Gr Idx Fd | — | — | — | $237K | 0.7% | |
| TIAA Investments Nuveen Lifecycle Indx Ret Inc R | — | — | — | $144K | 0.4% | |
| The American Funds American Funds Newworld R6 | — | — | — | $139K | 0.4% | |
| Fidelity Investments Fidelity Adv Intl Cap App Z | — | — | — | $111K | 0.3% | |
| TIAA Investments Nuveen Real Estate Sec Sel R6 | — | — | — | $54K | 0.2% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd | — | — | — | $35K | 0.1% |
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