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Original filing (PDF)20251014120343NAL0001319171001
ASHCROFT INC.
Form 5500
FILING_RECEIVED
ASHCROFT INC. RETIREMENT PLAN FOR UNION EMPLOYEES
Defined-benefit pension plan
Active participants
81
Accounts w/ balance
—
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
11 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
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 ST · STRATFORD, CT · 066145145
Phone
(203) 378-8281
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSENALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | NONE | $44K | — |
| WEBSTER BANK, N.A. | 06-0273620 | — | NONE | $22K | — |
Investments
10 direct securities· $21.4M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Long-Term Investment Grade Fund Mutual Fund | — | — | $5.0M | $5.2M | 23.6% | |
| Vanguard Long-Term Treasury Fund Mutual Fund | — | — | $4.9M | $5.0M | 22.7% | |
| Baird Aggregate Bond Fund Mutual Fund | — | — | $4.6M | $4.6M | 21.1% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | $1.3M | $1.8M | 8.1% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | $1.4M | $1.6M | 7.1% | |
| Vanguard Short-Term Investment Grade Fund Mutual Fund | — | — | $1.0M | $995K | 4.5% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | $720K | $956K | 4.4% | |
| United States Treasury Note/Bond 4.25%, 10/15/25, 500,000 | — | — | $496K | $500K | 2.3% | |
| Goldman Sachs Group Inc 5%, 9/30/25, 500,000 | — | — | $500K | $498K | 2.3% | |
| Dreyfus Treasury Securities Cash Management Money Market Fund | — | — | $315K | $315K | 1.4% |
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