How big is Andersen & Sons Shelling's plan?

Andersen & Sons Shelling's plan reported $5.5M in assets and 255 participants for 2023.

Original filing (PDF)20241015172533NAL0029248161001

Andersen & Sons Shelling

Name: Andersen & Sons Shelling — Andersen & Sons Shelling, Form 5500 (2023)
Creator: Andersen & Sons Shelling
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Andersen & Sons Shelling 401(k) Plan

401(k) retirement plan · Andersen & Sons Shelling's Andersen & Sons Shelling 401(k) Plan held $5.5M in plan assets for 255 participants in 2023, with Capital Group (American Funds) as recordkeeper.

Signals · 1

Late participant contributions

Active participants

255

Accounts w/ balance

133

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Andersen & Sons Shelling's EIN is 76-0730660.

EIN 76-0730660

Plan number 001

Plan year 2023

ACK ID 20241015172533NAL0029248161001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Andersen & Sons Shelling from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Andersen & Sons Shelling's plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANDERSEN & SONS SHELLING.

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 26K (3% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

ANDERSEN & SONS SHELLING

EIN

all filings

Address

P.O. BOX 100 · VINA, CA · 96092

Phone

(530) 839-2236

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	82-4555287	—	RECORDKEEPER	$1K	—

Investments

28 direct securities· $5.0M(90% of reported assets)

Mutual Funds

$3.7M

13 holdings

Other securities

$1.1M

14 holdings

Bonds / Notes

$217K

1 holding

					% of plan
American Funds 2045 Target Date R3 Mutual Funds	Mutual Funds	—	—	$1.1M	19.6%
American Funds 2030 Target Date R3 Mutual Funds	Mutual Funds	—	—	$553K	10.0%
American Funds 2050 Target Date R3 Mutual Funds	Mutual Funds	—	—	$534K	9.7%
American Funds 2035 Target Date R3 Mutual Funds	Mutual Funds	—	—	$457K	8.3%
American Funds US Government Money Market R3 Mutual Funds	Mutual Funds	—	—	$336K	6.1%
American Funds 2055 Target Date R3 Mutual Funds	Mutual Funds	—	—	$265K	4.8%
Growth Portfolio R3 Mutual Funds	Other securities	—	—	$253K	4.6%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$217K	3.9%
New Perspective Fund Mutual Funds	Other securities	—	—	$149K	2.7%
American Funds Washington Mutual R3 Mutual Funds	Mutual Funds	—	—	$123K	2.2%
AMCAP Fund Mutual Funds	Other securities	—	—	$117K	2.1%
Capital World Growth and Income Fund Mutual Funds	Other securities	—	—	$115K	2.1%
American Mutual Fund Mutual Funds	Other securities	—	—	$107K	1.9%
American Balanced Fund Mutual Funds	Other securities	—	—	$103K	1.9%
American Funds 2025 Target Date R3 Mutual Funds	Mutual Funds	—	—	$87K	1.6%
Capital Income Builder R3 Mutual Funds	Other securities	—	—	$73K	1.3%
American Funds 2010 Target Date R3 Mutual Funds	Mutual Funds	—	—	$72K	1.3%
American Funds 2060 Target Date R3 Mutual Funds	Mutual Funds	—	—	$72K	1.3%
American Funds 2065 Target Date R3 Mutual Funds	Mutual Funds	—	—	$61K	1.1%
New World Fund- R3 Mutual Funds	Other securities	—	—	$46K	0.8%
The New Economy Fund Mutual Funds	Other securities	—	—	$36K	0.7%
American Funds Growth Portfolio Mutual Funds	Mutual Funds	—	—	$31K	0.6%
Intermediate Bond Fund of America Mutual Funds	Other securities	—	—	$25K	0.4%
Global Balanced Fund Mutual Funds	Other securities	—	—	$20K	0.4%
Small Cap World Fund Mutual Funds	Other securities	—	—	$18K	0.3%
American High-Income Trust R3 Mutual Funds	Other securities	—	—	$14K	0.3%
Short-Term Bond Fund of America Mutual Funds	Other securities	—	—	$6K	0.1%
American Funds 2020 Target Date R3 Mutual Funds	Mutual Funds	—	—	$1K	<0.1%