Anderson Development Company's EIN is 38-1863213.
Download the official 2024 Form 5500 (PDF) for Anderson Development Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anderson Development Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $82K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $29.1M | 86.7% | |
| PGIM Total Return Bond Z | Other securities | — | — | $6.5M | 19.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $5.4M | 16.0% | |
| Standard Insurance Company - Stable Asset A General Account | Common Stocks | — | — | $3.8M | 11.4% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $3.4M | 10.2% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $3.1M | 9.1% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $2.3M | 6.8% | |
| Vanguard Sm Cap Idx Adm | Common Collective Trusts | — | — | $1.3M | 3.8% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.3M | 3.8% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $1.0M | 3.0% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $955K | 2.8% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $800K | 2.4% | |
| Participant loans Maturing at various dates through November 2029, with interest ranging from 3.25% - 8.50% | Bonds / Notes | — | — | $625K | 1.9% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $379K | 1.1% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $347K | 1.0% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $319K | 1.0% | |
| T. Rowe Price Health Science | Other securities | — | — | $317K | 0.9% | |
| Invesco Oppenheimer Gold & Special Minerals Y | Mutual Funds | — | — | $226K | 0.7% | |
| JP Morgan Mid Cap Growth R5 | Other securities | — | — | $212K | 0.6% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $211K | 0.6% | |
| Vanguard Energy Index Admiral | Mutual Funds | — | — | $203K | 0.6% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $194K | 0.6% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $164K | 0.5% | |
| Vanguard Emerging Markets Stock Index Admiral | Mutual Funds | — | — | $134K | 0.4% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $102K | 0.3% | |
| Thrivent Mid Cap Stock S | Other securities | — | — | $98K | 0.3% | |
| PGIM Global Total Return R6 | Other securities | — | — | $88K | 0.3% | |
| PGIM High Yield Z | Other securities | — | — | $74K | 0.2% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $63K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
