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Original filing (PDF)20250723110111NAL0003993697001
ANDERSEN CORPORATION
Form 5500
FILING_RECEIVED
ANDERSEN 401K PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
13,271
Accounts w/ balance
18,308
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
17 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — 86% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDERSEN CORPORATION.
Plan sponsor
Name
ANDERSEN CORPORATION
EIN
41-0123208
Address
100 4TH AVE N MN126-01-J6A · BAYPORT, MN · 550031096
Phone
(651) 264-5548
Industry
Manufacturingsee 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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $794K | — |
| RUSSELL INVESTMENTS TRUST COMPANY | 91-1116938 | — | NONE | $462K | — |
| ERNST & YOUNG, LLP | 20-2480800 | — | NONE | $26K | — |
| QUARRY HILL ADVISORS LLC | 82-0844050 | — | NONE | $16K | — |
| INTELLIGENT FINANCIAL STRATEGIES | 41-1806874 | — | NONE | $11K | — |
| GREAT VALLEY ADVISOR GROUP | 51-0295792 | — | NONE | $10K | — |
| MOLONEY SECURITIES ASSET MGMT | 37-1797454 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $7K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $6K | — |
| BUCKINGHAM STRATEGIC PARTNERS | 20-8307105 | — | NONE | $6K | — |
| CARLSON CAPITAL MANAGEMENT LLC | 47-2510641 | — | NONE | $6K | — |
| FOX ROTHSCHILD LLP | 23-1404723 | — | NONE | $6K | — |
Investments
18 direct securities · 17 pooled funds· $2.7B(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
$1.4B
18 holdings
Common Collective Trust
$1.4B
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RUSSELL INVESTMENTS TRUST COMPANY | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $69.7M | $69.7M | 4.8% | |
| VANGUARD FIDUCIARY TRUST COMPANY | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $20.7M | $23.9M | 1.6% | |
| PARTICIPANT LOAN FUND | — | — | $23.6M | $23.6M | 1.6% | |
| RUSSELL INVESTMENTS TRUST COMPANY | — | — | $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% |