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Original filing (PDF)20250731154222NAL0005492161001
ANRO INC.
Form 5500
FILING_RECEIVED
ANRO INC. PROFIT SHARING RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
113
Accounts w/ balance
116
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANRO INC..
Plan sponsor
Name
ANRO INC.
EIN
23-1599984
Address
931 SOUTH MATLACK STREET · WEST CHESTER, PA · 19382
Phone
(610) 687-1200
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
2025-07-31
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STERLING INVESTMENT ADVISORS LTD | 23-3034280 | — | ADVISOR | $29K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREISCHER MILLER CO | 23-1980475 | — | ACCOUNTANT/AUDITOR | $14K | — |
Investments
22 direct securities · 1 pooled fund· $17.2M(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
$16.8M
22 holdings
Common Collective Trust
$357K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Retirement Trust Target Retirement 2025 Fund | — | — | — | $1.9M | 11.3% | |
| Vanguard Retirement Trust Target Retirement 2040 Fund | — | — | — | $1.9M | 11.0% | |
| Vanguard Retirement Trust Target Retirement 2035 Fund | — | — | — | $1.7M | 10.0% | |
| Fidelity Management Trust Company 500 Index Fund Premium Class | — | — | — | $1.7M | 9.8% | |
| Vanguard Retirement Trust Target Retirement 2030 Fund | — | — | — | $1.6M | 9.2% | |
| Vanguard Retirement Trust Windsor Admiral Fund | — | — | — | $1.4M | 8.1% | |
| Fidelity Management Trust Company Mid Cap Index Fund Premium Class | — | — | — | $927K | 5.4% | |
| JP Morgan Large Cap Growth Fund Class R6 | — | — | — | $897K | 5.2% | |
| JP Morgan Core Plus Bond Fund R6 | — | — | — | $779K | 4.5% | |
| Fidelity Management Trust Company Small Cap Index Fund Premium Class | — | — | — | $744K | 4.3% | |
| Vanguard Retirement Trust Target Retirement 2050 Fund | — | — | — | $674K | 3.9% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $453K | 2.6% | |
| Fidelity Management Trust Company Money Market Trust Retirement Government Portfolio | — | — | — | $447K | 2.6% | |
| Vanguard Retirement Trust Target Retirement Income Fund | — | — | — | $407K | 2.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $357K | 2.1% | |
| Vanguard Retirement Trust Explorer Fund Investor Shares | — | — | — | $348K | 2.0% | |
| Vanguard Retirement Trust Target Retirement 2045 Fund | — | — | — | $347K | 2.0% | |
| Vanguard Retirement Trust Target Retirement 2020 Fund | — | — | — | $206K | 1.2% | |
| Participant loans Maturing through February 2035; interest rates ranging from 5.25% to 10.50% | — | — | — | $163K | 1.0% | |
| Fidelity Management Trust Company U.S. Bond Index Fund Premium Class | — | — | — | $134K | 0.8% | |
| Vanguard Retirement Trust Target Retirement 2055 Fund | — | — | — | $74K | 0.4% | |
| Vanguard Retirement Trust Target Retirement 2060 Fund | — | — | — | $6K | <0.1% | |
| Vanguard Retirement Trust Target Retirement 2065 Fund | — | — | — | $3K | <0.1% |