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Original filing (PDF)20251007075032NAL0002300883001
ARMON, INC.
Form 5500
FILING_RECEIVED
ARMON, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
464
Accounts w/ balance
515
Plan assets (EOY)
$34.4M
Net assets (EOY)
$34.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARMON, INC..
Plan sponsor
Name
ARMON, INC.
EIN
36-2923248
Address
2265 CARLSON DRIVE · NORTHBROOK, IL · 600626705
Phone
(847) 291-6347
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS | 44-0160260 | — | SERVICE PROVIDER | $14K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $9K | — |
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | SERVICE PROVIDER | $0 | — |
| WINTRUST INVESTMENTS LLC | 36-1245570 | — | SERVICE PROVIDER | $0 | — |
Investments
27 direct securities · 1 pooled fund· $66.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$34.4M
27 holdings
Pooled Separate Account
$31.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $31.9M | 92.5% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $3.9M | 11.3% | |
| Large Cap Value Fund R1 Common Collective Trust | — | — | — | $3.0M | 8.7% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $2.7M | 7.7% | |
| Voya Fixed Account (4062) Insurance Company General Account | — | — | — | $2.4M | 6.9% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | — | — | — | $2.2M | 6.3% | |
| Voya Intermediate Bond Fund R6 Registered Investment Company | — | — | — | $1.9M | 5.6% | |
| party date,rate of interest, collateral, par, or maturity date American Funds EuroPacific R6 Registered Investment Company | — | — | — | $1.9M | 5.4% | |
| BlkRck LifePath Ind Ret Fd K Registered Investment Company | — | — | — | $1.8M | 5.1% | |
| BlkRck LifePath Ind 2055 Fd K Registered Investment Company | — | — | — | $1.5M | 4.4% | |
| BlkRck LifePath Ind 2045 Fd K Registered Investment Company | — | — | — | $1.3M | 3.9% | |
| American Funds Fdmntl Inv R6 Registered Investment Company | — | — | — | $1.3M | 3.9% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $1.3M | 3.7% | |
| BlkRck LifePath Ind 2035 Fd K Registered Investment Company | — | — | — | $1.3M | 3.7% | |
| BlkRck LifePath Ind 2060 Fd K Registered Investment Company | — | — | — | $1.3M | 3.7% | |
| BlkRck LifePath Ind 2030 Fd K Registered Investment Company | — | — | — | $1.2M | 3.5% | |
| BlkRck LifePath Ind 2050 Fd K Registered Investment Company | — | — | — | $1.0M | 3.0% | |
| ClrBrg SmCp Grw Fd IS Registered Investment Company | — | — | — | $1.0M | 3.0% | |
| BlkRck LifePath Ind 2040 Fd K Registered Investment Company | — | — | — | $921K | 2.7% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $851K | 2.5% | |
| Franklin Sm Cap Value Fnd R6 Registered Investment Company | — | — | — | $508K | 1.5% | |
| BlkRck LifePath Ind 2065 Fd K Registered Investment Company | — | — | — | $318K | 0.9% | |
| DFA Real Estate Secs Port Ins Registered Investment Company | — | — | — | $245K | 0.7% | |
| LOAN FUND Participant Loans - Rates 8.75% to 9.50% | — | — | — | $221K | 0.6% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $196K | 0.6% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $137K | 0.4% | |
| (Held at End of Year) ARMON, INC. 401(K) PROFIT SHARING PLAN EIN#36-2923248 Plan# 002 Victory Sycmr Est Vl Fd R6 Registered Investment Company | — | — | — | $89K | 0.3% | |
| Mid Cap Growth Fund R1 Common Collective Trust | — | — | — | $63K | 0.2% |
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