How big is Abode Services' plan?

Abode Services' plan reported $8.4M in assets and 690 participants for 2024.

Original filing (PDF)20251204170438NAL0005119170001

Abode Services

Name: Abode Services — Abode Services 403(b) Plan, Form 5500 (2024)
Creator: Abode Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Abode Services 403(b) Plan

403(b) retirement plan · Abode Services' Abode Services 403(b) Plan held $8.4M in plan assets for 690 participants in 2024.

Signals · 3

Late filing · 0.6 moLate participant contributionsNo recordkeeper disclosed

Active participants

690

Accounts w/ balance

778

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

Plan identifiers

Abode Services' EIN is 94-3087060.

EIN 94-3087060

Plan number 001

Plan year 2024

ACK ID 20251204170438NAL0005119170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Abode Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Abode Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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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

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

Filed 0.6 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 10K (1% of contributions).

Helping the score

Below-peer total plan cost (100th percentile).

Plan sponsor

Name

ABODE SERVICES

EIN

all filings

Address

40849 FREMONT BLVD. · FREMONT, CA · 94038

Phone

(510) 654-7409

Industry

Health Care & Social Assistance

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

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

Other securities

$7.4M

47 holdings

Cash / Money Market

$516K

3 holdings

Mutual Funds

$145K

2 holdings

U.S. Treasuries

$30K

1 holding

Agency / Mortgage-Backed

$18K

1 holding

Bonds / Notes

$9K

1 holding

Common Stocks

$2K

1 holding

					% of plan
American Century One Choice 2035 Portfolio	Other securities	—	—	$756K	9.0%
American Century One Choice 2055 Portfolio	Other securities	—	—	$685K	8.2%
American Century One Choice 2050 Portfolio	Other securities	—	—	$615K	7.3%
American Century Ultra	Other securities	—	—	$580K	6.9%
American Century One Choice 2045 Portfolio	Other securities	—	—	$526K	6.3%
Money Market Fund * American Century Prime Money Market	Cash / Money Market	—	—	$511K	6.1%
American Century One Choice 2030 Portfolio	Other securities	—	—	$392K	4.7%
American Century One Choice Portfolio Aggressive	Other securities	—	—	$363K	4.3%
American Century One Choice 2025 Portfolio	Other securities	—	—	$361K	4.3%
American Century One Choice 2040 Portfolio	Other securities	—	—	$324K	3.9%
American Century One Choice 2060 Portfolio	Other securities	—	—	$287K	3.4%
American Century Growth	Other securities	—	—	$278K	3.3%
American Century One Choice in Retirement	Other securities	—	—	$274K	3.3%
American Century Focused Dynamic Growth	Other securities	—	—	$215K	2.6%
American Century Capital Preservation	Other securities	—	—	$191K	2.3%
American Century Sustainable Equity Fund	Other securities	—	—	$151K	1.8%
American Century One Choice Portfolio Very Aggressive	Other securities	—	—	$147K	1.8%
American Century One Choice Portfolio Conservative	Other securities	—	—	$137K	1.6%
American Century Diversified Bond	Other securities	—	—	$130K	1.6%
American Century Strategic Allocation-Conservative	Other securities	—	—	$122K	1.5%
American Century Disciplined Core Value	Other securities	—	—	$118K	1.4%
American Century International Growth	Other securities	—	—	$100K	1.2%
American Century Small Cap Growth	Other securities	—	—	$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	Other securities	—	—	$52K	0.6%
American Century Equity Income	Other securities	—	—	$49K	0.6%
American Century Global Gold	Other securities	—	—	$46K	0.5%
American Century Focused International Growth ** 805 * American Century Global Growth	Other securities	—	—	$45K	0.5%
American Century Focused Large Cap Value	Other securities	—	—	$43K	0.5%
American Century Strategic Allocation-Aggressive	Other securities	—	—	$40K	0.5%
American Century High Income	Other securities	—	—	$36K	0.4%
American Century Real Estate	Other securities	—	—	$32K	0.4%
American Century Government Bond	U.S. Treasuries	—	—	$30K	0.4%
American Century Mid Cap Value	Other securities	—	—	$27K	0.3%
American Century Emerging Markets Debt ** 477 * American Century Equity Growth	Other securities	—	—	$25K	0.3%
American Century Global Real Estate	Other securities	—	—	$25K	0.3%
American Century Emerging Markets Small Cap	Other securities	—	—	$24K	0.3%
American Century One Choice Portfolio Moderate	Other securities	—	—	$22K	0.3%
American Century International Opportunities	Other securities	—	—	$21K	0.3%
American Century Disciplined Growth	Other securities	—	—	$21K	0.2%
American Century Small Cap Value	Other securities	—	—	$19K	0.2%
American Century Ginnie Mae	Agency / Mortgage-Backed	—	—	$18K	0.2%
American Century One Choice 2065 Portfolio	Other securities	—	—	$17K	0.2%
American Century Emerging Markets	Other securities	—	—	$17K	0.2%
American Century Value	Other securities	—	—	$13K	0.2%
American Century CA High Yield Municipal	Bonds / Notes	—	—	$9K	0.1%
American Century International Value	Other securities	—	—	$8K	<0.1%
American Century U.S. Government Money Market	Cash / Money Market	—	—	$4K	<0.1%
American Century High Yield	Other securities	—	—	$3K	<0.1%