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Original filing (PDF)20250902140613NAL0008808019001
ASHCROFT INC.
Form 5500
FILING_RECEIVED
ASHCROFT INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
365
Accounts w/ balance
423
Plan assets (EOY)
$75.4M
Net assets (EOY)
$75.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASHCROFT INC..
Plan sponsor
Name
ASHCROFT INC.
EIN
20-3481718
Address
250 E. MAIN STREET · STRATFORD, CT · 066145145
Phone
(203) 385-0612
Industry
Manufacturingsee 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
2025-09-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $25K | — |
Investments
26 direct securities · 1 pooled fund· $75.4M(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
$68.6M
26 holdings
Common Collective Trust
$6.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Investor Shares Mutual fund | — | — | — | $12.2M | 16.2% | |
| Vanguard U.S. Growth Fund Investor Shares Mutual fund | — | — | — | $8.0M | 10.6% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $6.8M | 9.0% | |
| Vanguard Windsor II Fund Investor Shares Mutual fund | — | — | — | $6.0M | 8.0% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $5.8M | 7.6% | |
| Vanguard Total Bond Market Index Fund Investor Shares Mutual fund | — | — | — | $4.7M | 6.2% | |
| Vanguard Small-Cap Index Fund Investor Shares Mutual fund | — | — | — | $3.0M | 4.0% | |
| Vanguard Wellington Fund Investor Shares Mutual fund | — | — | — | $3.0M | 4.0% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $2.9M | 3.9% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $2.9M | 3.8% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $2.6M | 3.4% | |
| Vanguard Mid-Cap Index Fund Investor Shares Mutual fund | — | — | — | $2.2M | 2.9% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $1.8M | 2.4% | |
| Vanguard International Growth Fund Investor Shares Mutual fund | — | — | — | $1.7M | 2.2% | |
| Vanguard Target Retirement Income Mutual fund | — | — | — | $1.4M | 1.9% | |
| Vanguard Total International Stock Index Fund Mutual fund | — | — | — | $1.4M | 1.9% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $1.4M | 1.8% | |
| Vanguard Dividend Growth Fund Mutual fund | — | — | — | $1.4M | 1.8% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $1.3M | 1.8% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $1.2M | 1.6% | |
| Vanguard Balanced Index Fund Investor Shares Mutual fund | — | — | — | $1.2M | 1.5% | |
| Vanguard Explorer Fund Investor Shares Mutual fund | — | — | — | $1.0M | 1.4% | |
| Participant Loans Interest Rates of 4.25% to 9.50% - | — | — | — | $789K | 1.0% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $466K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $209K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $5K | <0.1% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Mutual fund | — | — | — | $3K | <0.1% |
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