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Original filing (PDF)20250722131439NAL0001364851001
ANDERSEN CORPORATION
Form 5500
FILING_RECEIVED
ANDERSEN PENSION PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$27.1M
Net assets (EOY)
$27.1M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 98% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON DELAWARE INC. | 53-0181291 | — | NONE | $51K | — |
| RUSSELL INVESTMENTS TRUST COMPANY | 91-1116938 | — | NONE | $47K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $29K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $28K | — |
Investments
1 pooled fund· $27.1M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ANDERSEN COPORATION PENSION MASTER ANDERSEN CORPORATION · EIN 82-1241419 / PN 001 | Master Trust | $27.1M | 100.0% |