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Original filing (PDF)20251014102738NAL0003627760001
THE ANDOVER COMPANIES
Form 5500
FILING_RECEIVED
THE ANDOVER COMPANIES EMPLOYEE'S SAVINGS & PROFIT
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
308
Accounts w/ balance
374
Plan assets (EOY)
$80.4M
Net assets (EOY)
$80.4M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- 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 THE ANDOVER COMPANIES.
Plan sponsor
Name
THE ANDOVER COMPANIES
EIN
04-1614490
Address
95 OLD RIVER ROAD · ANDOVER, MA · 01810
Phone
(978) 475-3300
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
19 direct securities· $80.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund-Adm Registered Investment Company | — | — | — | $23.9M | 29.7% | |
| Vanguard Federal Money Market Registered investment company 9,302,871 | — | — | — | $9.3M | 11.6% | |
| T. Rowe Price Growth Stock Fd Registered investment company 66,950 | — | — | — | $7.1M | 8.8% | |
| Vanguard Balanced Index Fd Adm Registered investment company 106,599 | — | — | — | $5.2M | 6.4% | |
| Dodge Cox Intl Stock Fnd Registered investment company 78,411 | — | — | — | $3.9M | 4.9% | |
| Dodge Cox Income Fund Registered investment company 311,969 | — | — | — | $3.9M | 4.8% | |
| T. Rowe Price Mid-Cap Growth Fund Registered investment company 34,448 | — | — | — | $3.4M | 4.3% | |
| Invesco Growth and Income Fund Y Registered investment company 146,370 | — | — | — | $3.1M | 3.9% | |
| Fidelity Strategic Income Fund Registered investment company 265,255 | — | — | — | $3.1M | 3.8% | |
| PGIM Jennison Sm Comp Fd Z Registered investment company 112,662 | — | — | — | $2.8M | 3.5% | |
| American Funds EuroPacific Grw R5 Registered investment company 50,585 | — | — | — | $2.7M | 3.4% | |
| AMG Mont Bolt LC Grow Fd N Registered investment company 213,417 | — | — | — | $2.6M | 3.3% | |
| American Century Value Fund Registered investment company 288,842 | — | — | — | $2.2M | 2.8% | |
| Frkln SmCp VI F - Adv Registered investment company 31,307 | — | — | — | $1.9M | 2.4% | |
| Lazard Emrg Mkts Eqty Port Ins Registered investment company 74,200 | — | — | — | $1.3M | 1.7% | |
| Janus Hndrsn Mid Cap Value Fund T Registered investment company 85,052 | — | — | — | $1.3M | 1.6% | |
| Metropolitan West Low Dur BdM Registered investment company 155,669 | — | — | — | $1.3M | 1.6% | |
| Westwood Income Opport Fnd Ins Registered investment company 57,980 | — | — | — | $694K | 0.9% | |
| PIMCO Real Return Fund-A Registered investment company 61,620 | — | — | — | $614K | 0.8% |