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Original filing (PDF)20250917154831NAL0000668465001
ANDERSON DEVELOPMENT COMPANY
Form 5500
FILING_RECEIVED
ANDERSON DEVELOPMENT CO. EMPLOYEES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
154
Plan assets (EOY)
$33.6M
Net assets (EOY)
$33.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDERSON DEVELOPMENT COMPANY.
Plan sponsor
Name
ANDERSON DEVELOPMENT COMPANY
EIN
38-1863213
Address
1415 EAST MICHIGAN STREET · ADRIAN, MI · 49221
Phone
(517) 438-5284
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
2025-09-17
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
UHY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $82K | — |
Investments
28 direct securities · 1 pooled fund· $62.7M(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
$33.6M
28 holdings
Pooled Separate Account
$29.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $6.5M | 19.4% | |
| Vanguard 500 Index Admiral | — | — | — | $5.4M | 16.0% | |
| Standard Insurance Company - Stable Asset A General Account | — | — | — | $3.8M | 11.4% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $3.4M | 10.2% | |
| Vanguard Growth Index Admiral | — | — | — | $3.1M | 9.1% | |
| Vanguard Value Index Admiral | — | — | — | $2.3M | 6.8% | |
| Vanguard Sm Cap Idx Adm | — | — | — | $1.3M | 3.8% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $1.3M | 3.8% | |
| Vanguard Equity Income Admiral | — | — | — | $1.0M | 3.0% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $955K | 2.8% | |
| Vanguard Mid Cap Growth Index Admiral | — | — | — | $800K | 2.4% | |
| Participant loans Maturing at various dates through November 2029, with interest ranging from 3.25% - 8.50% | — | — | — | $625K | 1.9% | |
| Vanguard Explorer Admiral | — | — | — | $379K | 1.1% | |
| Vanguard Balanced Index Admiral | — | — | — | $347K | 1.0% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $319K | 1.0% | |
| T. Rowe Price Health Science | — | — | — | $317K | 0.9% | |
| Invesco Oppenheimer Gold & Special Minerals Y | — | — | — | $226K | 0.7% | |
| JP Morgan Mid Cap Growth R5 | — | — | — | $212K | 0.6% | |
| MFS International Diversification R6 | — | — | — | $211K | 0.6% | |
| Vanguard Energy Index Admiral | — | — | — | $203K | 0.6% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $194K | 0.6% | |
| MFS Mid Cap Value R6 | — | — | — | $164K | 0.5% | |
| Vanguard Emerging Markets Stock Index Admiral | — | — | — | $134K | 0.4% | |
| Vanguard Real Estate Index Admiral | — | — | — | $102K | 0.3% | |
| Thrivent Mid Cap Stock S | — | — | — | $98K | 0.3% | |
| PGIM Global Total Return R6 | — | — | — | $88K | 0.3% | |
| PGIM High Yield Z | — | — | — | $74K | 0.2% | |
| American Funds New Perspective Fund R6 | — | — | — | $63K | 0.2% |
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