How big is ABRY Partners III, LLC's plan?

ABRY Partners III, LLC's plan reported $42.0M in assets and 96 participants for 2024.

Original filing (PDF)20251015142208NAL0002561795001

ABRY Partners III, LLC

Name: ABRY Partners III, LLC — ABRY Partners III, LLC, Form 5500 (2024)
Creator: ABRY Partners III, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ABRY Partners III, LLC 401(k) Plan

401(k) retirement plan · ABRY Partners III, LLC's ABRY Partners III, LLC 401(k) Plan held $42.0M in plan assets for 96 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issuedHigh average account balance

Active participants

Accounts w/ balance

130

Plan assets (EOY)

$42.0M

Net assets (EOY)

$42.0M

People on this filing

Debra Johnson signed ABRY Partners III, LLC's 2024 Form 5500 as plan administrator.

Debra Johnson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ABRY Partners III, LLC's EIN is 92-0774135.

EIN 92-0774135

Plan number 001

Plan year 2024

ACK ID 20251015142208NAL0002561795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ABRY Partners III, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ABRY Partners III, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ABRY PARTNERS III, LLC.

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How this plan invests

This plan

32 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

100

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 700K (18% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (100th percentile).
High average account balance (100th percentile).

Plan sponsor

Name

ABRY PARTNERS III, LLC

EIN

all filings

Address

888 BOYLSTON STREET · SUITE 1600 · BOSTON, MA · 02199

Phone

(617) 859-2959

Industry

Information / Tech / Media

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2F · ERISA section 404(c)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$3K	—

Investments

32 direct securities· $37.6M(90% of reported assets)

Mutual Funds

$23.4M

20 holdings

Common Collective Trusts

$11.6M

6 holdings

Other securities

$2.6M

5 holdings

U.S. Treasuries

$40K

1 holding

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$7.6M	18.1%
Fidelity Freedom 2040 Fund Class K6	Mutual Funds	—	—	$4.0M	9.6%
Fidelity Freedom 2050 Fund Class K6	Mutual Funds	—	—	$3.7M	8.7%
Fidelity Freedom 2055 Fund Class K6	Mutual Funds	—	—	$3.1M	7.3%
Fidelity Freedom 2030 Fund Class K6	Mutual Funds	—	—	$3.0M	7.1%
Fidelity Freedom 2060 Fund Class K6	Mutual Funds	—	—	$2.1M	5.0%
Fidelity Blue Chip Growth K6 Fund	Mutual Funds	—	—	$1.9M	4.6%
Neuberger Berman Large Cap Value Fund Class R6	Other securities	—	—	$1.1M	2.6%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$957K	2.3%
Vanguard Health Care Index Fund Admiral Shares	Common Collective Trusts	—	—	$856K	2.0%
Fidelity Freedom 2025 Fund Class K6	Mutual Funds	—	—	$836K	2.0%
Columbia Seligman Technology and Information Fund Institutional	Other securities	—	—	$819K	2.0%
Fidelity Multi-Asset Index Fund	Common Collective Trusts	—	—	$767K	1.8%
Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$696K	1.7%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$685K	1.6%
Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$672K	1.6%
American Funds New Perspective Fund Class R6	Mutual Funds	—	—	$642K	1.5%
Fidelity Freedom 2035 Fund Class K6	Mutual Funds	—	—	$550K	1.3%
PGIM High Yield Fund Class R6	Other securities	—	—	$512K	1.2%
American Funds International Growth and Income Fund Class R6	Mutual Funds	—	—	$458K	1.1%
American Funds New World Fund Class R6	Mutual Funds	—	—	$453K	1.1%
DFA U.S. Vector Equity Portfolio Institutional Class	Mutual Funds	—	—	$406K	1.0%
DFA U.S. Targeted Value Portfolio Institutional Class	Mutual Funds	—	—	$376K	0.9%
PIMCO Real Return Fund Institutional Class	Mutual Funds	—	—	$307K	0.7%
Franklin Small-Mid Cap Growth Fund Class R6	Mutual Funds	—	—	$305K	0.7%
Fidelity Balanced K6 Fund	Mutual Funds	—	—	$265K	0.6%
Fidelity Freedom 2065 Fund Class K6	Mutual Funds	—	—	$223K	0.5%
Putnam Small Cap Growth Fund Class R6	Mutual Funds	—	—	$137K	0.3%
John Hancock Bond Fund Class R6	Other securities	—	—	$128K	0.3%
American Funds U.S. Government Securities Fund Class R6	Mutual Funds	—	—	$62K	0.1%
dates through September 2029, collateralized by participant account balances.	Other securities	—	—	$60K	0.1%
Lord Abbett Bond Debenture Fund Class R6	U.S. Treasuries	—	—	$40K	<0.1%