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Original filing (PDF)20250722131236NAL0001250499001
ANDERSEN CORPORATION
Form 5500
FILING_RECEIVED
ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
98% in single holdingNo recordkeeper disclosed
Active participants
10,497
Accounts w/ balance
2,873
Plan assets (EOY)
$962.7M
Net assets (EOY)
$949.9M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Participation health
65
Knocking points off
- Top holding "Andersen Corporation" is 98% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 27% as many balances as active participants — suggests many active employees aren't deferring.
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S. BANK, NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $213K | — |
| BSI | 95-4396363 | — | NONE | $187K | — |
| ERNST & YOUNG, LLP | 34-6565596 | — | NONE | $29K | — |
Investments
2 direct securities· $962.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Andersen Corporation | — | 9,761,884 | $39.3M | $942.7M | 97.9% | |
| First American Treasury Obligation Fund | — | 19,935,693 | $19.9M | $19.9M | 2.1% |