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Original filing (PDF)20250812133342NAL0023038386001
ARJO INC.
Form 5500
FILING_RECEIVED
ARJO INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
861
Accounts w/ balance
1,101
Plan assets (EOY)
$112.6M
Net assets (EOY)
$112.6M
How this plan invests
This plan
35 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 (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARJO INC..
Plan sponsor
Name
ARJO INC.
EIN
36-2999230
Address
2349 W. LAKE ST. · ADDISON, IL · 60101
Phone
(800) 323-1245
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-12
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $39K | — |
| STIFEL, NICOLAUS & CO. INC | 43-0538770 | — | RETIANED BY EMPLOYER | $38K | — |
Investments
35 direct securities· $112.6M(100% of reported assets)
Uncategorized
$112.2M
34 holdings
Mutual Funds
$442K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement I 2030 I | — | — | — | $16.8M | 14.9% | |
| T. Rowe Price Retirement I 2035 I | — | — | — | $12.3M | 10.9% | |
| T. Rowe Price Retirement I 2040 I | — | — | — | $11.2M | 10.0% | |
| T. Rowe Price Retirement I 2025 I | — | — | — | $11.2M | 10.0% | |
| Vanguard Institutional Index | — | — | — | $9.0M | 8.0% | |
| T. Rowe Price Retirement I 2045 I | — | — | — | $6.9M | 6.2% | |
| T. Rowe Price Retirement I 2020 I | — | — | — | $5.3M | 4.7% | |
| T. Rowe Price Retirement I 2050 I | — | — | — | $4.3M | 3.8% | |
| Winslow Asset Management Large Cap Growth Fund Class R6 | — | — | — | $4.1M | 3.7% | |
| Traditional Investment Contracts * John Hancock Life Insurance Company Guaranteed Income Account | — | — | — | $3.7M | 3.3% | |
| T. Rowe Price Retirement I 2055 I | — | — | — | $3.1M | 2.7% | |
| BlackRock Equity Dividend Class K | — | — | — | $2.8M | 2.5% | |
| Dodge & Cox International Stock Fund | — | — | — | $2.2M | 1.9% | |
| Participant Notes Receivable * Notes receivable from participants Various maturity dates through 2039, interest rates of | — | — | — | $2.1M | 1.9% | |
| JPMorgan Mid Cap Value Fund ClassR6 | — | — | — | $2.1M | 1.9% | |
| PGIM Total Return Bond Fund Class R6 | — | — | — | $2.0M | 1.8% | |
| Invesco Small Cap Value Class R6 | — | — | — | $1.9M | 1.7% | |
| Vanguard Wellington Income Fund | — | — | — | $1.8M | 1.6% | |
| Vanguard Small Cap Index Fund Admiral Class | — | — | — | $1.7M | 1.5% | |
| Vanguard Total International Stock Index Fund Admiral Class | — | — | — | $1.3M | 1.2% | |
| T. Rowe Price Retirement I 2060 I | — | — | — | $1.0M | 0.9% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $978K | 0.9% | |
| T. Rowe Price Health Sciences Fund Class I | — | — | — | $856K | 0.8% | |
| Vanguard Total Bond Market Index Fund Admiral Class | — | — | — | $852K | 0.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $624K | 0.6% | |
| T. Rowe Price Retirement I Balance I | — | — | — | $516K | 0.5% | |
| T. Rowe Price Retirement I 2065 I | — | — | — | $506K | 0.4% | |
| American Funds EuroPacific Growth Class R6 | Mutual Funds | — | — | $442K | 0.4% | |
| Virtus Small Cap Sustainable Growth Fund | — | — | — | $430K | 0.4% | |
| Vanguard Intermediate-Term Treasury Fund | — | — | — | $262K | 0.2% | |
| PIMCO Income Fund Institutional Class | — | — | — | $200K | 0.2% | |
| T. Rowe Price Retirement I 2010 I | — | — | — | $92K | <0.1% | |
| ClearBridge Investments Value Trust Fund | — | — | — | $41K | <0.1% | |
| T. Rowe Price Retirement I 2015 I | — | — | — | $30K | <0.1% | |
| T. Rowe Price Retirement I 2005 I | — | — | — | $5K | <0.1% |