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Original filing (PDF)20250711103600NAL0017161122001
ANDROSCOGGIN SAVINGS BANK
Form 5500
FILING_RECEIVED
THE RETIREMENT PLAN FOR EMPLOYEES OF ANDROSCOGGIN SAVINGS BANK
Defined-benefit pension plan
Active participants
21
Accounts w/ balance
—
Plan assets (EOY)
$20.1M
Net assets (EOY)
$20.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 68 bps in Schedule C fees — 135% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDROSCOGGIN SAVINGS BANK.
Plan sponsor
Name
ANDROSCOGGIN SAVINGS BANK
EIN
01-0020240
Address
30 LISBON STREET · P.O. BOX 1407 · LEWISTON, ME · 04240
Phone
(207) 784-9164
Industry
Commercial Banking· Finance & Insurancesee 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
2025-07-11
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER NEWMAN & NOYES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PORTLAND TRUST COMPANY | — | PORTLAND, ME | NONE | $104K | — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | EAST PROVIDENCE, RI | NONE | $21K | — |
| BAKER NEWMAN & NOYES, LLC | 01-0494526 | — | NONE | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.