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Original filing (PDF)20251013134959NAL0002098032001
ANVIL CORPORATION
Form 5500
FILING_RECEIVED
ANVIL EMPLOYEE DIRECTED 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
368
Accounts w/ balance
586
Plan assets (EOY)
$130.1M
Net assets (EOY)
$130.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANVIL CORPORATION.
Plan sponsor
Name
ANVIL CORPORATION
EIN
91-0865773
Address
1675 WEST BAKERVIEW ROAD · BELLINGHAM, WA · 982269181
Phone
(360) 671-1450
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-13
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $80K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $111K | — |
Investments
25 direct securities · 5 pooled funds· $130.1M(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
$123.6M
25 holdings
Pooled Separate Account
$6.5M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management & Research - Fidelity 500 Index Fund Registered Investment Company | — | — | — | $16.5M | 12.7% | |
| JP Morgan Investment Mgmt Inc JP Morgan Large Cap Gr R6 Fd Registered Investment Company | — | — | — | $13.2M | 10.2% | |
| Nuveen Lifecycl Index 2030 R6 Registered Investment Company | — | — | — | $13.1M | 10.0% | |
| Nuveen Lifecycl Index 2045 R6 Registered Investment Company | — | — | — | $11.7M | 9.0% | |
| Nuveen Lifecycl Index 2040 R6 Registered Investment Company | — | — | — | $10.1M | 7.8% | |
| Nuveen Lifecycl Index 2025 R6 Registered Investment Company | — | — | — | $9.5M | 7.3% | |
| Nuveen Lifecycl Index 2035 R6 Registered Investment Company | — | — | — | $9.2M | 7.1% | |
| Nuveen Lifecycl Index 2050 R6 Registered Investment Company | — | — | — | $8.2M | 6.3% | |
| Nuveen Lifecycl Index 2020 R6 Registered Investment Company | — | — | — | $5.4M | 4.2% | |
| Nuveen Lifecycl Index 2055 R6 Registered Investment Company | — | — | — | $5.3M | 4.1% | |
| Vanguard Group Vanguard Fed Money Mrkt Inv Fd Registered Investment Company | — | — | — | $4.6M | 3.5% | |
| Nuveen Lifecycl Index 2015 R6 Registered Investment Company | — | — | — | $3.4M | 2.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3.2M | 2.4% | |
| Nuveen Lifecycl Index 2060 R6 Registered Investment Company | — | — | — | $2.9M | 2.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.4M | 1.8% | |
| Putnam Large Cap Value R6 Fund Registered Investment Company | — | — | — | $1.8M | 1.4% | |
| Nuveen Lifecycl Indx Ret Inc R Registered Investment Company | — | — | — | $1.4M | 1.1% | |
| PGIM Investments, LLC PGIM High Yield R6 Fund Registered Investment Company | — | — | — | $1.2M | 0.9% | |
| JP Morgan Investment Mgmt Inc JP Morgan Core Bond R6 Fund Registered Investment Company | — | — | — | $1.0M | 0.8% | |
| MFS Investment Management MFS Intl Growth R6 Fund Registered Investment Company | — | — | — | $955K | 0.7% | |
| Fidelity Management & Research - Fidelity International Idk Fd Registered Investment Company | — | — | — | $880K | 0.7% | |
| Vanguard Group Vanguard Emg Mk Stk Idx Adm Fd Registered Investment Company | — | — | — | $734K | 0.6% | |
| JP Morgan Investment Mgmt Inc JP Morgan Govt Bond I Fund Registered Investment Company | — | — | — | $681K | 0.5% | |
| Nuveen Lifecycl Index 2019 R6 Registered Investment Company | — | — | — | $568K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $495K | 0.4% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $490K | 0.4% | |
| Nuveen Lifecycl Index 2065 R6 Registered Investment Company | — | — | — | $481K | 0.4% | |
| 8.50%, maturing through October 2043. - | — | — | — | $375K | 0.3% | |
| Capital Research and Mgmt Co Amer Fds Inc Fd of Amer R6 Fd Registered Investment Company | — | — | — | $250K | 0.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
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