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Original filing (PDF)20251015190055NAL0002893795001
AS AMERICA, INC.
Form 5500
FILING_RECEIVED
AS AMERICA BRANDS, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 2
54% in single holding~145 bps in Sched C fees
Active participants
22
Accounts w/ balance
—
Plan assets (EOY)
$32.5M
Net assets (EOY)
$32.5M
How this plan invests
This plan
11 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Aon Trust Long Credit Bond Fund" is 54% of plan.
- 145 bps in Schedule C fees — 400% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AS AMERICA, INC..
Plan sponsor
Name
AS AMERICA, INC.
EIN
26-0887443
Address
865 CENTENNIAL AVENUE · PISCATAWAY, NJ · 08854
Phone
(732) 980-3000
Industry
Manufacturingsee all
Plan administrator
Name
AS AMERICA, INC.
EIN
26-0887443
City
PISCATAWAY, NJ
Phone
(732) 980-3000
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KRUGGEL, LAWTON AND CO. LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $353K | — |
| AON HEWITT INVESTMENT CONSULTANT | 27-2436452 | — | NONE | $85K | — |
| PRINCIPAL BANK | — | WACO, TX | NONE | $34K | — |
Investments
2 direct securities · 11 pooled funds· $33.6M(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.
Common Collective Trust
$32.1M
11 holdings
Uncategorized
$1.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG CREDIT BOND FUND AON HEWITT INVESTMENT CONSULTANT, INC. · EIN 27-2436452 / PN 007 | Common Collective Trust | — | $21.6M | $17.6M | 54.2% | |
| LARGE CAPITAL EQUITY FUND AON HEWITT INVESTMENT CONSULTANT, INC. · EIN 27-2436452 / PN 001 | Common Collective Trust | — | $2.2M | $3.1M | 9.6% | |
| GLOBAL EQUITY FUND AON HEWITT INVESTMENT CONSULTANT, INC. · EIN 27-2436452 / PN 011 | Common Collective Trust | — | $2.3M | $2.9M | 9.0% | |
| AON CORE REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 037 | Common Collective Trust | — | $2.3M | $2.1M | 6.4% | |
| NON-U.S. EQUITY FUND AON HEWITT INVESTMENT CONSULTANT, INC. · EIN 27-2436452 / PN 003 | Common Collective Trust | — | $1.9M | $1.9M | 5.8% | |
| AON ENHANCED LIAB DRIVEN INVEST FD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 048 | Common Collective Trust | — | $1.5M | $1.6M | 5.0% | |
| Aon Trust 20+ Year US Treasury ST | — | — | $1.7M | $1.1M | 3.4% | |
| 20+ YEARS U.S TREASURY STRIPS INDEX AON HEWITT INVESTMENT CONSULTANT, INC. · EIN 27-2436452 / PN 012 | Common Collective Trust | — | — | $1.1M | 3.4% | |
| MULTI-ASSET CREDIT FUND AON HEWITT INVESTMENT CONSULTANT, INC. · EIN 27-2436452 / PN 004 | Common Collective Trust | — | $852K | $944K | 2.9% | |
| SMALL CAP EQUITY INDEX FUND AON HEWITT INVESTMENT CONSULTANT, INC. · EIN 27-2436452 / PN 009 | Common Collective Trust | — | $469K | $506K | 1.6% | |
| Wells Fargo Bank, N.A. Short Term Investment Fund A | — | — | $435K | $435K | 1.3% | |
| GLOBAL REAL ESTATE FUND AON HEWITT INVESTMENT CONSULTANT, INC. · EIN 27-2436452 / PN 005 | Common Collective Trust | — | $213K | $195K | 0.6% | |
| HIGH YIELD PLUS BOND FUND AON HEWITT INVESTMENT CONSULTANT, INC. · EIN 27-2436452 / PN 004 | Common Collective Trust | — | $101K | $111K | 0.3% |