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Original filing (PDF)20251002084142NAL0000159587001
ACUSHNET COMPANY
Form 5500
FILING_RECEIVED
ACUSHNET COMPANY PENSION PLAN
Defined-benefit pension plan
Signals · 2
55% in single holdingNo recordkeeper disclosed
Active participants
1,229
Accounts w/ balance
—
Plan assets (EOY)
$144.1M
Net assets (EOY)
$143.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
80
Participation health
100
Knocking points off
- Top holding "Aon Collective Investment Trust Long Credit Bond Fund Common Collective Funds" is 55% of plan.
- 60 bps in Schedule C fees — 496% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACUSHNET COMPANY.
Plan sponsor
Name
ACUSHNET COMPANY
EIN
04-2591836
Address
333 BRIDGE STREET · FAIRHAVEN, MA · 02719
Phone
(508) 979-2000
Industry
Manufacturingsee 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
2025-10-02
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | NONE | $455K | — |
| AON INVESTMENTS USA INC. | 36-3109431 | — | NONE | $284K | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $66K | — |
| NORTHERN TRUST | 36-2723087 | — | NONE | $54K | — |
Investments
1 direct security · 13 pooled funds· $143.8M(100% 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.
Common Collective Trust
$139.1M
13 holdings
Uncategorized
$4.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AON LONG CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | $84.6M | $76.1M | 52.8% | |
| U.S. LONG GOV BOND INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | — | $14.1M | $11.2M | 7.8% | |
| AON 20+ YR U.S. TREASURY STRIPS FD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 036 | Common Collective Trust | — | $11.2M | $10.4M | 7.2% | |
| SSGA RUSSELL CAP INDEX NON LENDING STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 232 | Common Collective Trust | — | $4.3M | $8.8M | 6.1% | |
| NISA ULTRA MID TREASURY CIF GLOBAL TRUST COMPANY · EIN 88-6547562 / PN 006 | Common Collective Trust | — | $8.3M | $7.0M | 4.8% | |
| SSG EQUITY EX USA IDX NL CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 016 | Common Collective Trust | — | $3.9M | $5.0M | 3.5% | |
| AON MULTI-ASSET CREDIT FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | — | $4.1M | $4.9M | 3.4% | |
| State Street Global Advisors Global Equity Index Non-Lending Series Fund - Class A Common Collective Funds | — | — | $2.8M | $4.7M | 3.3% | |
| SSG EQTY IDX NL SERIES FD CL A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 205 | Common Collective Trust | — | — | $4.7M | 3.3% | |
| AON US INT GOVT. BOND INDX FD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | $4.6M | $4.6M | 3.2% | |
| NISA ULTRA LONG TREASURY CIF GLOBAL TRUST COMPANY · EIN 88-6547562 / PN 007 | Common Collective Trust | — | $3.6M | $2.9M | 2.0% | |
| AON GLOBAL REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 006 | Common Collective Trust | — | $1.8M | $2.1M | 1.5% | |
| NT COL SHORT TERM INVESTMENT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | $1.1M | $1.1M | 0.8% | |
| AON HIGH YIELD BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | — | $270K | $323K | 0.2% |
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