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Original filing (PDF)20250708122410NAL0002658899001
ANDGAR CORPORATION
Form 5500
FILING_RECEIVED
ANDGAR RETIREMENT FUND
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
188
Accounts w/ balance
205
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
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)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 77% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
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 ANDGAR CORPORATION.
Plan sponsor
Name
ANDGAR CORPORATION
EIN
91-0898015
Address
PO BOX 2708 · FERNDALE, WA · 982482708
Phone
(360) 366-9900
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
ANDGAR CORPORATION
EIN
91-0898015
City
FERNDALE, WA
Phone
(360) 366-9900
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LARSON GROSS ASSURANCE, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN NORTHWEST ADVISORY SERVICE | 91-1998294 | — | NONE | $52K | — |
| AMERICAN NORTHWEST RPS | 91-2165154 | — | NONE | $14K | — |
| LARSON GROSS ASSURANCE, PLLC | 33-2373484 | — | NONE | $13K | — |
| BENEFIT TRUST CONPANY | 04-3581074 | — | NONE | $7K | — |
Investments
1 pooled fund· $234K(1% 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 |
|---|---|---|---|
| INVESCO STABLE VALUE TRUST AMVESCAP NATIONAL TRUST · EIN 84-1142974 / PN 001 | Common Collective Trust | $234K | 1.4% |
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