Original filing (PDF)20251204170438NAL0005119170001

ABODE SERVICES

Name: ABODE SERVICES — ABODE SERVICES 403(B) PLAN, Form 5500 (2024)
Creator: ABODE SERVICES

Form 5500

FILING_RECEIVED

ABODE SERVICES 403(B) PLAN

403(b) retirement plan

Signals · 2

Late filing · 0.6 moNo recordkeeper disclosed

Active participants

690

Accounts w/ balance

778

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

How this plan invests

This plan

56 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Filed 0.6 months past the 10.5-month grace window.
No recordkeeper disclosed on Schedule C.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABODE SERVICES.

Plan sponsor

Name

ABODE SERVICES

EIN

94-3087060

Address

40849 FREMONT BLVD. · FREMONT, CA · 94038

Phone

(510) 654-7409

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

2025-12-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

56 direct securities· $8.1M(97% of reported assets)

Uncategorized

$8.0M

54 holdings

Mutual Funds

$145K

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
American Century One Choice 2035 Portfolio	—	—	—	$756K	9.0%
American Century One Choice 2055 Portfolio	—	—	—	$685K	8.2%
American Century One Choice 2050 Portfolio	—	—	—	$615K	7.3%
American Century Ultra	—	—	—	$580K	6.9%
American Century One Choice 2045 Portfolio	—	—	—	$526K	6.3%
Money Market Fund * American Century Prime Money Market	—	—	—	$511K	6.1%
American Century One Choice 2030 Portfolio	—	—	—	$392K	4.7%
American Century One Choice Portfolio Aggressive	—	—	—	$363K	4.3%
American Century One Choice 2025 Portfolio	—	—	—	$361K	4.3%
American Century One Choice 2040 Portfolio	—	—	—	$324K	3.9%
American Century One Choice 2060 Portfolio	—	—	—	$287K	3.4%
American Century Growth	—	—	—	$278K	3.3%
American Century One Choice in Retirement	—	—	—	$274K	3.3%
American Century Focused Dynamic Growth	—	—	—	$215K	2.6%
American Century Capital Preservation	—	—	—	$191K	2.3%
American Century Sustainable Equity Fund	—	—	—	$151K	1.8%
American Century One Choice Portfolio Very Aggressive	—	—	—	$147K	1.8%
American Century One Choice Portfolio Conservative	—	—	—	$137K	1.6%
American Century Diversified Bond	—	—	—	$130K	1.6%
American Century Strategic Allocation-Conservative	—	—	—	$122K	1.5%
American Century Disciplined Core Value	—	—	—	$118K	1.4%
American Century International Growth	—	—	—	$100K	1.2%
American Century Small Cap Growth	—	—	—	$78K	0.9%
s (continued) * American Century Select	Mutual Funds	—	—	$76K	0.9%
s * American Century Balanced	Mutual Funds	—	—	$69K	0.8%
American Century One Choice Portfolio Very Conservative	—	—	—	$52K	0.6%
American Century Equity Income	—	—	—	$49K	0.6%
American Century Global Gold	—	—	—	$46K	0.5%
American Century Focused International Growth ** 805 * American Century Global Growth	—	—	—	$45K	0.5%
American Century Focused Large Cap Value	—	—	—	$43K	0.5%
American Century Strategic Allocation-Aggressive	—	—	—	$40K	0.5%
American Century High Income	—	—	—	$36K	0.4%
American Century Real Estate	—	—	—	$32K	0.4%
American Century Government Bond	—	—	—	$30K	0.4%
American Century Mid Cap Value	—	—	—	$27K	0.3%
American Century Emerging Markets Debt ** 477 * American Century Equity Growth	—	—	—	$25K	0.3%
American Century Global Real Estate	—	—	—	$25K	0.3%
American Century Emerging Markets Small Cap	—	—	—	$24K	0.3%
American Century One Choice Portfolio Moderate	—	—	—	$22K	0.3%
American Century International Opportunities	—	—	—	$21K	0.3%
American Century Disciplined Growth	—	—	—	$21K	0.2%
American Century Small Cap Value	—	—	—	$19K	0.2%
American Century Ginnie Mae	—	—	—	$18K	0.2%
American Century One Choice 2065 Portfolio	—	—	—	$17K	0.2%
American Century Emerging Markets	—	—	—	$17K	0.2%
American Century Value	—	—	—	$13K	0.2%
American Century CA High Yield Municipal	—	—	—	$9K	0.1%
American Century International Value	—	—	—	$8K	<0.1%
American Century U.S. Government Money Market	—	—	—	$4K	<0.1%
American Century High Yield	—	—	—	$3K	<0.1%
American Century Short Duration	—	—	—	$2K	<0.1%
American Century Heritage	—	—	—	$2K	<0.1%
American Century Small Company	—	—	—	$2K	<0.1%
American Century Utilities	—	—	—	$1K	<0.1%
American Century Inflation-Adjusted Bond	—	—	—	$1K	<0.1%
American Century California Tax-Free Money Market	—	—	—	$1K	<0.1%