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Original filing (PDF)20250825095912NAL0007739329001
AHLSTROM USA INC.
Form 5500
FILING_RECEIVED
AHLSTROM RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
2,693
Accounts w/ balance
3,274
Plan assets (EOY)
$550.8M
Net assets (EOY)
$550.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AHLSTROM USA INC..
Plan sponsor
Name
AHLSTROM USA INC.
EIN
13-3509370
Address
2 ELM STREET · WINDSOR LOCKS, CT · 06096
Phone
(860) 654-8300
Industry
Manufacturingsee all
Plan administrator
Name
BENEFIT PLANS ADMINISTRATIVE AND 401(K) PLAN INVESTMENT COMMITTEE
EIN
13-3509370
City
WINDSOR LOCKS, CT
Phone
(860) 654-8300
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLENLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$186K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $138K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $56K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | INVESTMENT ADVISOR | $18K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERRILLDANALLP | 01-0176171 | — | ATTORNEY/LEGAL | $46K | — |
Investments
29 direct securities · 3 pooled funds· $652.6M(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.
Uncategorized
$534.8M
29 holdings
Common Collective Trust
$117.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Commingled Pool Common and Collective Trust | — | — | — | $89.4M | 16.2% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $89.4M | 16.2% | |
| Fidelity 500 Index Fund Institutional Class Mutual Fund | — | — | — | $57.6M | 10.4% | |
| Fidelity Freedom K 2030 Mutual Fund | — | — | — | $51.3M | 9.3% | |
| Fidelity Freedom K 2040 Mutual Fund | — | — | — | $41.7M | 7.6% | |
| Fidelity Extended Market Index Fund Premium Class Mutual Fund | — | — | — | $33.6M | 6.1% | |
| American Funds Washington Mutual Fund | — | — | — | $27.7M | 5.0% | |
| Fidelity Freedom K 2050 Mutual Fund | — | — | — | $27.7M | 5.0% | |
| Fidelity Freedom K 2035 Mutual Fund | — | — | — | $22.3M | 4.1% | |
| Fidelity Freedom K 2025 Mutual Fund | — | — | — | $16.9M | 3.1% | |
| Dodge & Cox International Stock Mutual Fund | — | — | — | $16.7M | 3.0% | |
| Fidelity Freedom K 2055 Mutual Fund | — | — | — | $16.1M | 2.9% | |
| Fidelity Managed Income Portfolio II Common and Collective Trust | — | — | — | $15.5M | 2.8% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $15.5M | 2.8% | |
| Fidelity Freedom K 2045 Mutual Fund | — | — | — | $15.3M | 2.8% | |
| Fidelity Gov't Money Market Money Market Fund | — | — | — | $13.9M | 2.5% | |
| Fidelity Freedom K 2060 Mutual Fund | — | — | — | $13.1M | 2.4% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $12.8M | 2.3% | |
| Fidelity U.S. Bond Index Mutual Fund | — | — | — | $12.4M | 2.2% | |
| Fidelity Freedom K 2020 Mutual Fund | — | — | — | $10.8M | 2.0% | |
| Western Asset Core Bond Mutual Fund | — | — | — | $9.7M | 1.8% | |
| Self-Directed Brokerage Accounts * Fidelity Brokerage Link Self-Directed Investments | — | — | — | $9.1M | 1.7% | |
| Participants Participant Loans Rates of 4.25% to 9.50% - | — | — | — | $7.9M | 1.4% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $6.9M | 1.3% | |
| Fidelity Freedom K 2065 Mutual Fund | — | — | — | $5.9M | 1.1% | |
| Harbor Small Cap Value Mutual Fund | — | — | — | $4.8M | 0.9% | |
| Fidelity Freedom K 2010 Mutual Fund | — | — | — | $3.7M | 0.7% | |
| Fidelity Freedom K Income Mutual Fund | — | — | — | $3.1M | 0.6% | |
| Fidelity Freedom K 2015 Mutual Fund | — | — | — | $1.1M | 0.2% | |
| Fidelity Investments Money Market - Money Market Portfolio Money Market Fund | — | — | — | $304K | <0.1% | |
| Mass Mutual Life Insurance | — | — | — | $268K | <0.1% | |
| Fidelity Freedom K 2070 Mutual Fund | — | — | — | $61K | <0.1% |