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Original filing (PDF)20250922112408NAL0005152961001
ANDERSON GROUP, INC.
Form 5500
FILING_RECEIVED
ANDERSON GROUP INC. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
92% in single holding
Active participants
203
Accounts w/ balance
219
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
How this plan invests
This plan
1 pooled trust
Schedule D
3 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Other" is 92% of plan.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDERSON GROUP, INC..
Plan sponsor
Name
ANDERSON GROUP, INC.
EIN
38-4203467
Address
7544 MARKET PLACE DR. SUITE 200 · EDEN PRAIRIE, MN · 55344
Phone
(218) 828-1722
Industry
Constructionsee 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
2025-09-22
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHLENNER WENNER AND CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $16K | — |
| PARTNERS | 62-1627736 | — | ADVISOR | $15K | — |
Investments
3 direct securities · 1 pooled fund· $1.3M(7% 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
$634K
1 holding
OTHER
$581K
1 holding
Uncategorized
$54K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $634K | 3.3% | |
| Other | OTHER | — | $581K | $581K | 3.0% | |
| Interest-bearing cash (include money market accounts & certificates of deposit) | — | — | $27K | $27K | 0.1% | |
| Value of funds held in insurance company general account (unallocated contracts) | — | — | $27K | $27K | 0.1% |
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