Original filing (PDF)20251009084608NAL0006701873001

SPANGLER CANDY COMPANY

Name: SPANGLER CANDY COMPANY — SPANGLER CANDY COMPANY NON-UNION ASSOCIATES' PENSION PLAN, Form 5500 (2024)
Creator: SPANGLER CANDY COMPANY

Form 5500

FILING_RECEIVED

SPANGLER CANDY COMPANY NON-UNION ASSOCIATES' PENSION PLAN

Defined-benefit pension plan

Signals · 1

99% in single holding

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.8M

Net assets (EOY)

$18.8M

How this plan invests

This plan

2 pooled trusts

Schedule D

4 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPANGLER CANDY COMPANY.

Plan sponsor

Name

SPANGLER CANDY COMPANY

EIN

34-4360680

Address

P.O. BOX 71 · 400 NORTH PORTLAND STREET · BRYAN, OH · 435060071

Phone

(419) 636-4221

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

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN FINANCIAL ADVS CORP	35-1151034	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$127K	—

Investments

2 direct securities · 2 pooled funds· $18.3M(97% 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

$18.0M

1 holding

Uncategorized

$251K

2 holdings

Pooled Separate Account

$11K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	WEST ASSET LONG DUR CREDIT R1 HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 155	Common Collective Trust

Related plans

Other plans using PRINCIPAL LIFE INSURANCE COMPANY

BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND

IAM NATIONAL PENSION FUND

$15.0B · 102,863 participants

CHEVRON CORPORATION

CHEVRON MASTER PENSION TRUST

$12.2B

AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES

AMERICAN EXPRESS RETIREMENT SAVINGS PLAN

$9.1B · 25,049 participants

LOWE'S COMPANIES, INC.

LOWES 401(K) PLAN

$8.6B · 263,650 participants

HDR, INC.

HDR, INC. BEST PLAN AND ESOP

$7.7B · 12,137 participants