Christopher Duffy signed Abilityfirst's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Abilityfirst's EIN is 95-1690983.
Download the official 2024 Form 5500 (PDF) for Abilityfirst from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Abilityfirst's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| VOYA RETIREMENT INS & ANNUITY CO | 71-0294708 | — | NONE | $583 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | $9.9M | 56.5% |
| VOYA INVESTMENTS VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | $3.2M | 18.2% |
| — |
| NONE |
| $18K |
| — |
