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Original filing (PDF)20251020142019NAL0000894339001
ABM INDUSTRIES INCORPORATED
Form 5500
FILING_RECEIVED
ABM 401(K) EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
85,004
Accounts w/ balance
12,826
Plan assets (EOY)
$695.8M
Net assets (EOY)
$695.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 15 bps in Schedule C fees — 145% above peer band of 6 bps.
- Only 15% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABM INDUSTRIES INCORPORATED.
Plan sponsor
Name
ABM INDUSTRIES INCORPORATED
EIN
94-1369354
Address
ONE LIBERTY PLAZA, 7TH FLOOR · ATTN HARRY J. FISHER, III · NEW YORK, NY · 10006
Phone
(212) 297-0200
Industry
Admin Support & Waste Mgmtsee 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
2025-10-20
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KPMG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $931K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 23-2384840 | — | CONSULTANT | $93K | — |
Investments
33 direct securities · 3 pooled funds· $695.5M(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
$628.6M
33 holdings
Common Collective Trust
$66.9M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND MUTUAL FUNDS | — | — | $105.5M | $110.3M | 15.8% | |
| STATE STREET RUSSELL LARGE CAP GROW STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 228 | Common Collective Trust | — | $25.0M | $56.7M | 8.2% | |
| ULTRA SHORT FIXED INCOME FUND MUTUAL FUNDS | — | — | $42.4M | $42.9M | 6.2% | |
| NUVEEN LIFECYCLE INDEX 2030 R6 MUTUAL FUNDS | — | — | $37.5M | $42.7M | 6.1% | |
| NUVEEN LIFECYCLE INDEX 2035 R6 MUTUAL FUNDS | — | — | $35.1M | $40.8M | 5.9% | |
| FIDELITY INTRNTNL INDX INSTL MUTUAL FUNDS | — | — | $39.8M | $36.6M | 5.3% | |
| NUVEEN LIFECYCLE INDEX 2040 R6 MUTUAL FUNDS | — | — | $29.1M | $34.9M | 5.0% | |
| NUVEEN LIFECYCLE INDEX 2045 R6 MUTUAL FUNDS | — | — | $22.9M | $28.0M | 4.0% | |
| NUVEEN LIFECYCLE INDEX 2050 R6 MUTUAL FUNDS | — | — | $22.5M | $27.4M | 3.9% | |
| MACQUARIE DIVERSIFIED ICM INST MUTUAL FUNDS | — | — | $27.2M | $24.7M | 3.5% | |
| NUVEEN LIFECYCLE INDEX 2025 R6 MUTUAL FUNDS | — | — | $22.2M | $24.1M | 3.5% | |
| JP MORGAN MID CAP VALUE CL L MUTUAL FUNDS | — | — | $24.0M | $23.8M | 3.4% | |
| PIONEER BOND FD CL Y MUTUAL FUNDS | — | — | $23.1M | $20.7M | 3.0% | |
| INVESCO GROWTH AND INCOME R6 MUTUAL FUNDS | — | — | $22.1M | $20.4M | 2.9% | |
| VANGUARD SMALL CAP VALUE ADM MUTUAL FUNDS | — | — | $15.2M | $19.8M | 2.8% | |
| WILLIAM BLAIR SMALL MID CL I MUTUAL FUNDS | — | — | $19.1M | $18.6M | 2.7% | |
| NUVEEN LIFECYCLE INDEX 2055 R6 MUTUAL FUNDS | — | — | $13.6M | $16.5M | 2.4% | |
| LOAN FUND LOANS | — | — | $13.1M | $13.1M | 1.9% | |
| FRANKLIN SMALL CAP GROWTH R6 MUTUAL FUNDS | — | — | $11.0M | $12.6M | 1.8% | |
| AB HIGH INCOME FUND I MUTUAL FUNDS | — | — | $12.2M | $11.4M | 1.6% | |
| PUTNAM STABLE VALUE FUND CLASS 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $10.2M | $10.2M | 1.5% | |
| NUVEEN LIFECYCLE INDEX 2060 R6 MUTUAL FUNDS | — | — | $8.5M | $10.1M | 1.5% | |
| DFA INFLATION PROTECTED INSTL MUTUAL FUNDS | — | — | $9.0M | $8.9M | 1.3% | |
| NUVEEN LIFECYCLE INDEX 2020 R6 MUTUAL FUNDS | — | — | $8.1M | $8.5M | 1.2% | |
| DFA EMERGING MRKTS CORE INSTL MUTUAL FUNDS | — | — | $7.7M | $7.7M | 1.1% | |
| PRINCIPAL REAL ESTATE SEC FD I MUTUAL FUNDS | — | — | $6.8M | $7.3M | 1.1% | |
| MFS INTERNATIONAL NEW DISC R4 MUTUAL FUNDS | — | — | $7.7M | $7.3M | 1.0% | |
| NUVEEN LIFECYCLE IDX RTMNT R6 MUTUAL FUNDS | — | — | $4.9M | $5.2M | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2015 R6 MUTUAL FUNDS | — | — | $1.7M | $1.7M | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2065 R6 MUTUAL FUNDS | — | — | $1.3M | $1.4M | 0.2% | |
| BNY MELLON GLOBAL FIXED INCM Y MUTUAL FUNDS | — | — | $795K | $772K | 0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $415K | $415K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $14K | $14K | <0.1% | |
| NUVEEN LIFECYCLE 2065 FUND R6 MUTUAL FUNDS | — | — | $12K | $12K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $6K | $6K | <0.1% | |
| NORTHERN TRUST SP 500 INDEX TIER 3 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |