Andex Industries Inc & Anthony & Co. Retirement Plan
Corporate pension, based in Escanaba, Michigan, reporting $10.9M in assets, for 166 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Principal Trust Company no longer appears on Andex Industries Inc & Anthony & Co. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
4 more managers, 22 more commitments and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Pfg/federated Total Return Bond Cit2 commitments
- Principal/mfs Value Cit F2 commitments
- Pfg/multi-Manager Small Cap Cit N2 commitments
Relationship network
39 connected entities25 observed commitments19 repeat counterparties19 dated commitments shown here, 2022 to 2023
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 21.7%
- Common/collective trusts 78.2%
Consultants and advisers
- Principal Custody Solutions Custodianthrough Dec 31, 2022 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock6 rows, latest Dec 31, 2023
- T Rowe Price4 rows, latest Dec 31, 2023
- Allspring3 rows, latest Dec 31, 2023
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrockplan years
- Mfsplan years
- T Rowe Priceplan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferencePrincipal Trust Company no longer appears on Andex Industries Inc & Anthony & Co. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Principal Custody Solutionsaskebsa.dol.gov
- Jan 1, 2024Funded status changedAndex Industries Inc & Anthony & Co. Retirement Plan funded ratio 121.9% -> 124.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAndex Industries Inc & Anthony & Co. Retirement Plan plan assets $10M -> $11M (+10.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceAndex Industries Inc & Anthony & Co. Retirement Plan no longer reports Allspring Growth Cit N (last held $186,960 at 2022-12-31; absent from the 2023-12-31 filing)with Allspring Growth Cit Naskebsa.dol.gov
- Dec 31, 2023Assets changedAndex Industries Inc & Anthony & Co. Retirement Plan total assets $10M -> $11M (+10.2%, 2022-12-31 to 2023-12-31)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Pfg/federated Total Return Bond Citcollective trust | Principal Trust Company | Fixed income | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/mfs Value Cit Fcollective trust | Mfs | Pooled vehicles | $424,169 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Pfg/multi-Manager Small Cap Cit Ncollective trust | Principal Trust Company | Public equity | $528,186 held | Disclosed holding | askebsa.dol.gov |
+22 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 166 | $10.9M | $8.9M | 124.2% | $10.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 170 | $9.9M | $8.9M | 121.9% | $10.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 172 | $12.2M | $8.7M | 131.2% | $9.9M | Not disclosed | Not disclosed | Not disclosed |
- Principal Trust Company codes $22,601 PY2024
- Principal Financial Group codes 11 PY2024
- Principal Trust Company codes 19 21 27 $22,350 PY2023
+29 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
+4 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+11 connections on the graph
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