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Original filing (PDF)20250910164519NAL0021341841001
AMSCO WINDOWS
Form 5500
FILING_RECEIVED
AMSCO WINDOWS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
444
Accounts w/ balance
323
Plan assets (EOY)
$20.0M
Net assets (EOY)
$20.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMSCO WINDOWS.
Plan sponsor
Name
AMSCO WINDOWS
EIN
87-0239541
Address
PO BOX 25368 · SALT LAKE CTY, UT · 84125
Phone
(801) 978-5060
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Audit & trust (Schedule H)
Auditor
HAYNIE & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNE | 47-1411118 | — | INVESTMENT ADVISORY | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $58K | — |
Investments
28 direct securities · 5 pooled funds· $20.1M(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.
Uncategorized
$18.6M
28 holdings
Common Collective Trust
$1.2M
4 holdings
Pooled Separate Account
$228K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Principal Trust Company Fidelity Freedom Index 2035 Premier Fund | — | — | — | $3.3M | 16.4% | |
| Principal Trust Company Fidelity Freedom Index 2030 Premier Fund | — | — | — | $2.6M | 13.1% | |
| Principal Trust Company Fidelity Freedom Index 2040 Premier Fund | — | — | — | $1.9M | 9.5% | |
| Principal Trust Company Fidelity Freedom Index 2045 Premier Fund | — | — | — | $1.8M | 9.2% | |
| Principal Trust Company Fidelity 500 Index Fund | — | — | — | $1.3M | 6.7% | |
| Principal Trust Company Fidelity Freedom Index 2025 Premier Fund | — | — | — | $1.3M | 6.5% | |
| INVESCO STABLE VALUE TR CL I INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $950K | 4.8% | |
| Principal Trust Company Fidelity Large Cap Growth Index Fund | — | — | — | $845K | 4.2% | |
| November 2029 - | — | — | — | $524K | 2.6% | |
| Principal Trust Company JP Morgan Equity Income R6 Fund | — | — | — | $479K | 2.4% | |
| Principal Trust Company Fidelity Mid Cap Index Fund | — | — | — | $476K | 2.4% | |
| Principal Trust Company Fidelity Freedom Index 2060 Premier Fund | — | — | — | $473K | 2.4% | |
| Principal Trust Company Fidelity Freedom Index 2050 Premier Fund | — | — | — | $469K | 2.4% | |
| Principal Trust Company Fidelity Freedom Index 2055 Premier Fund | — | — | — | $438K | 2.2% | |
| Principal Trust Company Fidelity Freedom Index 2065 Premier Fund | — | — | — | $406K | 2.0% | |
| Principal Trust Company Fidelity Freedom Index 2020 Premier Fund | — | — | — | $382K | 1.9% | |
| Contract Value Investments * Principal Trust Company Principal Guaranteed Option | — | — | — | $301K | 1.5% | |
| Principal Trust Company Fidelity Freedom Index 2010 Premier Fund | — | — | — | $240K | 1.2% | |
| Principal Trust Company Virtus KAR Small Cap Growth R6 Fund | — | — | — | $238K | 1.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $228K | 1.1% | |
| Principal Trust Company Victory Sycamore Established Value R6 Fund | — | — | — | $199K | 1.0% | |
| PGIM TOTAL RET BOND FUND CL U GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $176K | 0.9% | |
| Principal Trust Company Undiscovered Managers Behavioral Value R6 Fund | — | — | — | $175K | 0.9% | |
| Principal Trust Company JP Morgan Core Bond R6 Fund | — | — | — | $168K | 0.8% | |
| Principal Trust Company American Funds New World R6 Fund | — | — | — | $143K | 0.7% | |
| Principal Trust Company Fidelity Small Cap Index Fund | — | — | — | $131K | 0.7% | |
| Principal Trust Company American Funds EUPAC R6 Fund | — | — | — | $109K | 0.5% | |
| (E) | — | — | — | $99K | 0.5% | |
| Principal Trust Company MFS International Growth R6 Fund | — | — | — | $99K | 0.5% | |
| EAGLE MID CAP GROWTH CIT CL 4 ALTA TRUST COMPANY · EIN 83-0524193 / PN 004 | Common Collective Trust | — | — | $61K | 0.3% | |
| Principal Trust Company BlackRock High Yield Portfolio K Fund | — | — | — | $14K | <0.1% | |
| Principal Trust Company Fidelity Freedom Index Income Premier Fund | — | — | — | $7K | <0.1% | |
| INVESCO TRUST COMPANY INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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