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Original filing (PDF)20231012104453NAL0063283906001

KOLLSMAN, INC.

Form 5500
FILING_RECEIVED
KOLLSMAN, INC. DEFINED BENEFIT RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
110
Accounts w/ balance
—
Plan assets (EOY)
$53.5M
Net assets (EOY)
$53.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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
75
Total plan cost
80
Vendor stack
55
Participation health
100
Knocking points off
  • 20 bps in Schedule C fees — modestly above peer band of 16 bps.
  • No recordkeeper disclosed on Schedule C.
  • 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 KOLLSMAN, INC..
Plan sponsor
Name
KOLLSMAN, INC.
EIN
02-0485231
Address
220 DANIEL WEBSTER HIGHWAY · MERRIMACK, NH · 030544844
Phone
(603) 889-2500
Industry
Manufacturingsee all
Plan administrator
Name
KOLLSMAN, INC.
EIN
02-0485231
City
MERRIMACK, NH
Phone
(603) 889-2500
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
WHITLEY PENN, LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
THE ANGELL PENSION GROUP, INC.04-2530412—NONE$43K—
FIDUCIENT ADVISORS LLC36-4001764—NONE$26K—
WHITLEY PENN LLP75-2393478—NONE$20K—
THE NORTHERN TRUST COMPANY36-1561860—NONE$17K—

Investments

1 pooled fund· $649K(1% 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.

InvestmentTypeCurrent value% of plan
COLTV SHORT TERM INVT FD
NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 001
Common Collective Trust
$649K1.2%