Back to filter
Original filing (PDF)20251015113528NAL0009357810001
O. D. ANDERSON, INC.
Form 5500
FILING_RECEIVED
THE ANDERSON COMPANIES PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
252
Accounts w/ balance
279
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 109% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O. D. ANDERSON, INC..
Plan sponsor
Name
O. D. ANDERSON, INC.
EIN
25-0324523
Address
ONE ANDERSON PLAZA · GREENVILLE, PA · 161259443
Phone
(724) 588-8310
Industry
Transportation & Warehousingsee 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHEN & COMPANY, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $42K | — |
| FIRST NATIONAL TRUST COMPANY | 20-0433578 | — | NONE | $31K | — |
Investments
16 direct securities · 1 pooled fund· $12.0M(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
$12.0M
16 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND Mutual Fund | — | — | — | $2.6M | 21.2% | |
| MFS INTERNATIONAL DIVERSIFICATION FUND CLASS R6 Mutual Fund | — | — | — | $2.1M | 17.8% | |
| DODGE & COX INCOME X Mutual Fund | — | — | — | $1.5M | 12.3% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund | — | — | — | $1.4M | 11.6% | |
| VANGUARD VALUE INDEX ADM Mutual Fund | — | — | — | $1.2M | 10.1% | |
| STANDARD STABLE ASSET FUND A Guaranteed Investment Contract | — | — | — | $801K | 6.7% | |
| COLUMBIA SMALL CAP INDEX FUND INSTITUTIONAL 3 CLASS Mutual Fund | — | — | — | $755K | 6.3% | |
| TROWE PRICE BALANCED I Mutual Fund | — | — | — | $551K | 4.6% | |
| NEUBERGER BERMAN MID CAP GROWTH R6 Mutual Fund | — | — | — | $500K | 4.2% | |
| WELLS FARGO ADVANTAGE SPEC MD CP VAL R6 Mutual Fund | — | — | — | $430K | 3.6% | |
| PARTICIPANT LOANS Maturing through November 2029 $0 | — | — | — | $131K | 1.1% | |
| FIDELITY INTER INDEX FUND Mutual Fund | — | — | — | $35K | 0.3% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund | — | — | — | $19K | 0.2% | |
| HOOD RIVER SMALL-CAP GROWTH FUND RETIREMENT SHARES Mutual Fund | — | — | — | $19K | 0.2% | |
| COLUMBIA MID CAP INDEX FUND INSTITUTIONAL 3 CLASS Mutual Fund | — | — | — | $15K | 0.1% | |
| PRUDENTIAL HIGH-YIELD Q Mutual Fund | — | — | — | $5K | <0.1% | |
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |