Karen Richard signed Andersen Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Andersen Corporation's EIN is 41-0123208.
Download the official 2024 Form 5500 (PDF) for Andersen Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Andersen Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $794K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| RUSSELL INVESTMENTS TRUST COMPANY | Common Stocks | — | $107.8M | $169.2M | 11.6% | |
| RUSSELL 1000 INDEX CL M RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 016 | Common Collective Trust | — | — | $169.2M | 11.6% | |
| VANGUARD FIDUCIARY TRUST COMPANY | Mutual Funds | — | $119.2M | $157.6M | 10.8% | |
| TARGET RETIREMENT 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $157.6M | 10.8% | |
| VANGUARD FIDUCIARY TRUST COMPANY | Mutual Funds | — | $114.9M | $156.5M | 10.7% | |
| TARGET RETIREMENT 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $156.5M | 10.7% | |
| VANGUARD FIDUCIARY TRUST COMPANY | Mutual Funds | — | $99.3M | $137.8M | 9.5% | |
| TARGET RETIREMENT 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $137.8M | 9.5% | |
| VANGUARD FIDUCIARY TRUST COMPANY | Mutual Funds | — | $83.1M | $107.7M | 7.4% | |
| TARGET RETIREMENT 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $107.7M | 7.4% | |
| VANGUARD FIDUCIARY TRUST COMPANY | Mutual Funds | — | $72.1M | $99.0M | 6.8% | |
| TARGET RETIREMENT 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $99.0M | 6.8% | |
| RUSSELL EQUITY II FUND CL M RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 006 | Common Collective Trust | — | $58.8M | $80.9M | 5.6% | |
| VANGUARD FIDUCIARY TRUST COMPANY | Mutual Funds | — | $59.8M | $79.9M | 5.5% | |
| TARGET RETIREMENT 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $79.9M | 5.5% | |
| VANGUARD FIDUCIARY TRUST COMPANY | Mutual Funds | — | $55.7M | $73.3M | 5.0% | |
| TARGET RETIREMENT 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $73.3M | 5.0% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS CHARLES SCHWAB | Self-Directed Brokerage | — | $69.7M | $69.7M | 4.8% | |
| VANGUARD FIDUCIARY TRUST COMPANY | Mutual Funds | — | $44.4M | $56.6M | 3.9% | |
| TARGET RETIREMENT 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $56.6M | 3.9% | |
| RUSSELL INVESTMENTS TRUST COMPANY | Common Stocks | — | $51.1M | $54.4M | 3.7% | |
| RUSSELL INVESTMENT CONTRACT FD CL M RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 012 | Common Collective Trust | — | — | $54.4M | 3.7% | |
| RUSSELL INVESTMENTS TRUST COMPANY | Common Stocks | — | $40.7M | $46.5M | 3.2% | |
| RUSSELL ALL INTERNATIONAL MKTS CL M RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 020 | Common Collective Trust | — | — | $46.5M | 3.2% | |
| VANGUARD FIDUCIARY TRUST COMPANY | Mutual Funds | — | $29.9M | $37.1M | 2.5% | |
| TARGET RETIREMENT 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $37.1M | 2.5% | |
| RUSSELL INVESTMENTS TRUST COMPANY | Common Stocks | — | $37.4M | $37.0M | 2.5% | |
| RUSSELL MULTI-MANAGER BOND CL M RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 038 | Common Collective Trust | — | — | $37.0M | 2.5% | |
| VANGUARD FIDUCIARY TRUST COMPANY | Mutual Funds | — | $22.6M | $27.1M | 1.9% | |
| TARGET RETIREMENT 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $27.1M | 1.9% | |
| TARGET RETIREMENT INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $23.9M | 1.6% | |
| VANGUARD FIDUCIARY TRUST COMPANY | Mutual Funds | — | $20.7M | $23.9M | 1.6% | |
| PARTICIPANT LOAN FUND | Participant loans | — | $23.6M | $23.6M | 1.6% | |
| RUSSELL INVESTMENTS TRUST COMPANY | Common Stocks | — | $9.3M | $9.9M | 0.7% | |
| RUSSELL REAL ASSET FUND CLASS M RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 075 | Common Collective Trust | — | — | $9.9M | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RUSSELL INVESTMENTS TRUST COMPANY | 91-1116938 | — | NONE | $462K | — |
| QUARRY HILL ADVISORS LLC | 82-0844050 | — | NONE | $16K | — |
| GREAT VALLEY ADVISOR GROUP | 51-0295792 | — | NONE | $10K | — |
| MOLONEY SECURITIES ASSET MGMT | 37-1797454 | — | NONE | $8K | — |
| CARLSON CAPITAL MANAGEMENT LLC | 47-2510641 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG, LLP | 20-2480800 | — | NONE | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLIGENT FINANCIAL STRATEGIES | 41-1806874 | — | NONE | $11K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $7K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $6K | — |
| BUCKINGHAM STRATEGIC PARTNERS | 20-8307105 | — | NONE | $6K | — |
| FOX ROTHSCHILD LLP | 23-1404723 | — | NONE | $6K | — |
