Employers › Andersen
Recordkeeping fees per participant · Andersen 401(k) Plan · plan year 2024
$43.36
Higher than 71% of the 790 plans over $1B that report it.
= $793,807 / 18,308
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250723110111NAL0003993697001, received 2025-07-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250723110111NAL0003993697001, received 2025-07-23
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-23.
Administrative expenses excluding investment management, per participant
$45.05
Higher than 50% of the 1,045 plans over $1B that report it.
= $824,807 / 18,308
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250723110111NAL0003993697001, received 2025-07-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250723110111NAL0003993697001, received 2025-07-23
Administrative expenses per participant
$59.16
Higher than 41% of the 1,076 plans over $1B that report it.
= $1,083,080 / 18,308
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250723110111NAL0003993697001, received 2025-07-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250723110111NAL0003993697001, received 2025-07-23
Administrative expenses as a share of assets
0.074%
Higher than 74% of the 1,076 plans over $1B that report it.
= $1,083,080 / $1,456,783,899
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250723110111NAL0003993697001, received 2025-07-23
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250723110111NAL0003993697001, received 2025-07-23
Employer contributions per participant
$3,027
Higher than 39% of the 1,135 plans over $1B that report it.
= $55,409,708 / 18,308
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250723110111NAL0003993697001, received 2025-07-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250723110111NAL0003993697001, received 2025-07-23
Employer share of total contributions
37.5%
Higher than 67% of the 1,135 plans over $1B that report it.
= $55,409,708 / $147,686,956
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250723110111NAL0003993697001, received 2025-07-23
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250723110111NAL0003993697001, received 2025-07-23
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250723110111NAL0003993697001, received 2025-07-23
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ANDERSEN CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Plan name | ANDERSEN 401K PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Sponsor EIN / plan number | 41-0123208 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Sponsor location | BAYPORT, MN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Industry (business code) | 321900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Filing received | 2025-07-23 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Participants, beginning of year | 17,900 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Active participants | 13,271 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Participants, end of year | 18,373 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Participants with an account balance | 18,308 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Total assets, beginning of year | $1,292,360,271 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Total assets, end of year | $1,456,783,899 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Net assets, end of year | $1,454,876,297 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Total income | $305,773,574 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Net income | $163,190,910 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Employer contributions | $55,409,708 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Participant contributions | $73,777,319 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Other contributions (incl. rollovers) | $18,499,929 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Total contributions | $147,686,956 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Benefit payments | $141,499,584 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Total expenses (incl. benefit payments) | $142,582,664 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Total administrative expenses | $1,083,080 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Contract administrator fees | $1,100 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Recordkeeping fees | $793,807 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| IQPA audit fees | $25,500 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Investment advisory and management fees | $258,273 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Administrative expenses excluding investment management | $824,807 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Held in common/collective trusts | $1,354,632,187 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250723110111NAL0003993697001, received 2025-07-23 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250723110111NAL0003993697001, received 2025-07-23 |
Position = column in the DOL layout for form year 2024. Filing 20250723110111NAL0003993697001, received 2025-07-23.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $793,807 | no |
| RUSSELL INVESTMENTS TRUST COMPANY | NONE | 28 Investment management | $461,624 | yes |
| ERNST & YOUNG, LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $25,500 | no |
| QUARRY HILL ADVISORS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $16,412 | no |
| INTELLIGENT FINANCIAL STRATEGIES | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $11,073 | no |
| GREAT VALLEY ADVISOR GROUP | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $9,712 | no |
| MOLONEY SECURITIES ASSET MGMT | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $7,980 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 59 Shareholder servicing fees; 62 Float revenue | $6,832 | no |
| FISHER INVESTMENTS | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $6,434 | no |
| BUCKINGHAM STRATEGIC PARTNERS | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $6,125 | no |
| CARLSON CAPITAL MANAGEMENT LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $5,765 | no |
| FOX ROTHSCHILD LLP | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $5,500 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250723110111NAL0003993697001, received 2025-07-23.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,292,360,271 | $1,456,783,899 | 12.7% |
| Participants with a balance | 17,151 | 18,308 | 6.7% |
| Administrative expenses | $1,018,954 | $1,083,080 | 6.3% |
| Recordkeeping fees per participant | $11.64 | $43.36 | 272.6% |
| Employer contributions | $50,655,275 | $55,409,708 | 9.4% |
Prior filing 20240715105616NAL0002235904001, received 2024-07-15; the plan years are contiguous.
Sponsor name as filed: ANDERSEN CORPORATION; SEC registrant: ANDERSEN CORP (CIK 351136, matched by EIN).