How big is Annin & Co's plan?

Annin & Co's plan reported $19.2M in assets and 332 participants for 2024.

Original filing (PDF)20251013093213NAL0000446387001

Annin & Co

Name: Annin & Co — Annin & Co 401(k) Retirement Plan, Form 5500 (2024)
Creator: Annin & Co
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Annin & Co 401(k) Retirement Plan

401(k) retirement plan · Annin & Co's Annin & Co 401(k) Retirement Plan held $19.2M in plan assets for 332 participants in 2024, with T. Rowe Price as recordkeeper.

Signals · 2

Non-clean audit opinion10 service providers

Active participants

332

Accounts w/ balance

336

Plan assets (EOY)

$19.2M

Net assets (EOY)

$19.2M

People on this filing

Janet HORN signed Annin & Co's 2024 Form 5500 as plan administrator.

Janet HORN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Annin & Co's EIN is 22-1614662.

EIN 22-1614662

Plan number 002

Plan year 2024

ACK ID 20251013093213NAL0000446387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Annin & Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Annin & Co's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANNIN & CO.

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Plan sponsor

Name

ANNIN & CO

EIN

all filings

Address

430 MOUNTAIN AVENUE · SUITE 410 · NEW PROVIDENCE, NJ · 079741640

Phone

(973) 228-9400

Industry

Manufacturing

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

10 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
T ROWE PRICE RPS,INC.	52-1309931	—	RECORD KEEPER	$9K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PIMCO	20-2699715	—	NONE

Investments

32 direct securities · 1 pooled fund· $21.7M(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.

Other securities

$13.6M

25 holdings

Stable Value

$2.4M

1 holding

Common Collective Trust

$2.4M

1 holding

Common Collective Trusts

$2.2M

1 holding

Mutual Funds

$553K

3 holdings

Bonds / Notes

$403K

1 holding

Cash / Money Market

$19K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$15.7M Fidelity$2.2M PIMCO$337K BlackRock / iShares$87K JPMorgan$75K Loomis Sayles$5K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY	04-2647786	—	NONE	$0	—
OAKMARK	04-3276558	—	NONE	$0	—
LOOMIS-SAYLES NATIXIS	65-0696325	—	NONE	$0	—
JP MORGAN FUNDS	13-2624428	—	NONE	$0	—
MFS FUNDS	04-2747644	—	NONE	$0	—
FEDERATED FUNDS	25-1111467	—	NONE	$0	—
ROYCE FUNDS	52-2343049	—	NONE	$0	—

					% of plan
T. ROWE PRICE BLUE CHIP GROWTH INV MUTUAL FUND	Other securities	—	—	$2.6M	13.5%
T. ROWE PRICE STABLE VALUE E COMMON COLLECTIVE TRUST	Stable Value	—	—	$2.4M	12.6%
TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$2.4M	12.6%
FIDELITY 500 INDEX MUTUAL FUND	Common Collective Trusts	—	—	$2.2M	11.5%
T. ROWE PRICE HEALTH SCIENCES INV MUTUAL FUND	Other securities	—	—	$1.4M	7.5%
T. ROWE PRICE BALANCED INV MUTUAL FUND	Other securities	—	—	$1.2M	6.0%
T. ROWE PRICE EQUITY INCOME INV MUTUAL FUND	Other securities	—	—	$1.1M	5.8%
T. ROWE PRICE RETIREMENT 2030 INV MUTUAL FUND	Other securities	—	—	$1.0M	5.3%
T. ROWE PRICE RETIREMENT 2035 INV MUTUAL FUND	Other securities	—	—	$815K	4.2%
T. ROWE PRICE MID-CAP GROWTH INV MUTUAL FUND	Other securities	—	—	$790K	4.1%
T. ROWE PRICE RETIREMENT 2025 INV MUTUAL FUND	Other securities	—	—	$744K	3.9%
T. ROWE PRICE CAPITAL APPRECIATION INV MUTUAL FUND	Other securities	—	—	$582K	3.0%
T. ROWE PRICE RETIREMENT 2005 INV MUTUAL FUND 81 * T. ROWE PRICE RETIREMENT 2015 INV MUTUAL FUND	Other securities	—	—	$567K	2.9%
T. ROWE PRICE RETIREMENT 2040 INV MUTUAL FUND	Other securities	—	—	$528K	2.7%
T. ROWE PRICE RETIREMENT 2010 INV MUTUAL FUND	Other securities	—	—	$512K	2.7%
T. ROWE PRICE RETIREMENT 2020 INV MUTUAL FUND	Other securities	—	—	$413K	2.1%
PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50%	Bonds / Notes	—	—	$403K	2.1%
PIMCO INCOME INSTL MUTUAL FUND	Mutual Funds	—	—	$337K	1.8%
T. ROWE PRICE RETIREMENT 2045 INV MUTUAL FUND	Other securities	—	—	$261K	1.4%
T. ROWE PRICE RET BALANCED INV MUTUAL FUND	Other securities	—	—	$222K	1.2%
MFS MID CAP VALUE R6 MUTUAL FUND	Mutual Funds	—	—	$206K	1.1%
T. ROWE PRICE RETIREMENT 2050 INV MUTUAL FUND	Other securities	—	—	$200K	1.0%
FEDERATED HERMES KAUFMANN SMALL CAP R MUTUAL FUND	Other securities	—	—	$141K	0.7%
T. ROWE PRICE RETIREMENT 2055 INV MUTUAL FUND	Other securities	—	—	$124K	0.6%
ISHARES MSCI EAFE INTERNATIONAL INDEX K MUTUAL FUND	Other securities	—	—	$87K	0.5%
ROYCE INTERNATIONAL PREMIER INVESTMENT MUTUAL FUND	Other securities	—	—	$84K	0.4%
T. ROWE PRICE RETIREMENT 2060 INV MUTUAL FUND	Other securities	—	—	$83K	0.4%
JPMORGAN UNDISCOVERED MGRS BEH VAL L MUTUAL FUND	Other securities	—	—	$75K	0.4%
T. ROWE PRICE RETIREMENT 2065 INV MUTUAL FUND	Other securities	—	—	$48K	0.2%
OAKMARK INTERNATIONAL FUND, I MUTUAL FUND	Other securities	—	—	$23K	0.1%
T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH	Cash / Money Market	—	—	$19K	<0.1%
FIDELITY EXTENDED MARKET INDEX MUTUAL FUND	Mutual Funds	—	—	$10K	<0.1%
LOOMIS SAYLES CORE PLUS BOND FUND, Y MUTUAL FUND	Other securities	—	—	$5K	<0.1%

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