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Original filing (PDF)20251010133541NAL0004293923001
ANSON INDUSTRIES INC.
Form 5500
FILING_RECEIVED
ANSON INDUSTRIES INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
237
Accounts w/ balance
276
Plan assets (EOY)
$118.3M
Net assets (EOY)
$118.3M
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)
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
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANSON INDUSTRIES INC..
Plan sponsor
Name
ANSON INDUSTRIES INC.
EIN
36-2053853
Address
1959 ANSON DRIVE · MELROSE PARK, IL · 60160
Phone
(708) 681-1300
Industry
Constructionsee all
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $87K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $48K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD LLP | — | SPRINGFIELD, MO | AUDITOR | $18K | — |
Investments
15 direct securities · 1 pooled fund· $106.2M(90% 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
$82.4M
14 holdings
Guaranteed Income / GIC
$15.0M
1 holding
Pooled Separate Account
$8.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * Mass Mutual Insurance Company SAGIC Diversified Bond Fund | Guaranteed Income / GIC | — | — | $15.0M | 12.7% | |
| Mass Mutual Life Insurance Company Blue Chip Growth Fund | — | — | — | $14.0M | 11.9% | |
| Vanguard Mid Cap Index Fund | — | — | — | $11.6M | 9.8% | |
| Fidelity 500 Index Fund | — | — | — | $10.2M | 8.6% | |
| Dodge & Cox Value Stock Fund | — | — | — | $9.9M | 8.3% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $8.8M | 7.4% | |
| JP Morgan US Research Enhanced Equity Fund | — | — | — | $6.9M | 5.9% | |
| Parametric International Equity Fund | — | — | — | $6.3M | 5.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $5.5M | 4.6% | |
| Fidelity Emerging Markets K | — | — | — | $5.1M | 4.3% | |
| Vanguard Value Index Admiral Fund | — | — | — | $3.8M | 3.2% | |
| Registered investment companies Alliance Bernstein Global Bond Fund | — | — | — | $2.8M | 2.4% | |
| Victory Small Company Opportunity Fund | — | — | — | $2.7M | 2.3% | |
| Lord Abbett Developing Growth Fund | — | — | — | $2.2M | 1.8% | |
| maturing through June 2038 -0- | — | — | — | $1.1M | 0.9% | |
| Vanguard Balanced Index Fund | — | — | — | $353K | 0.3% |
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