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Original filing (PDF)20251015111606NAL0002308563001
ARMOR METAL GROUP, INC.
Form 5500
FILING_RECEIVED
ARMOR METAL GROUP, INC. PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
320
Accounts w/ balance
396
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 64% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARMOR METAL GROUP, INC..
Plan sponsor
Name
ARMOR METAL GROUP, INC.
EIN
36-4500353
Address
4600 N MASON-MONTGOMERY RD · MASON, OH · 450409176
Phone
(800) 255-0393
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DEAN DORTON ALLEN FORD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANSON MCCLAIN, LP | 68-0372662 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $83K | — |
Investments
32 direct securities · 5 pooled funds· $18.6M(100% 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.
Uncategorized
$11.7M
30 holdings
Insurance Contracts
$3.6M
1 holding
Pooled Separate Account
$2.8M
5 holdings
Mutual Funds
$439K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Contracts Principal Fixed Income Guaranteed Option | Insurance Contracts | — | — | $3.6M | 20.7% | |
| The American Funds Grth Fund of AM R6 Fund | — | — | — | $1.6M | 9.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.2M | 7.0% | |
| The American Funds WshMut Inv R6 Fund | — | — | — | $1.2M | 6.6% | |
| MFS Investments MFS Value R6 | — | — | — | $944K | 5.4% | |
| Investments Held in Pooled Separate Accounts * Principal Life Insurance Company Core Fixed Income | — | — | — | $941K | 5.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $941K | 5.4% | |
| Vanguard Group GNMA Admiral Fund | — | — | — | $895K | 5.1% | |
| The American Funds Target Date Return 2050 R6 Fund | — | — | — | $701K | 4.0% | |
| Alliance Bernstein High Income Z Fund | — | — | — | $693K | 4.0% | |
| Dimensional Funds DFA US Vector Eq Partf Inst Fund | — | — | — | $632K | 3.6% | |
| The American Funds Target Date Return 2035 R6 Fund | — | — | — | $591K | 3.4% | |
| The American Funds EuroPacific Grth R6 Fund | — | — | — | $567K | 3.2% | |
| The American Funds New Perspective R6 | — | — | — | $524K | 3.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $447K | 2.5% | |
| The American Funds New World R6 | Mutual Funds | — | — | $439K | 2.5% | |
| PIMCO Funds International Bond I Fund | — | — | — | $416K | 2.4% | |
| Invesco Inv Global Opp R6 Fund | — | — | — | $402K | 2.3% | |
| JP Morgan Funds Undisc Mgrs Behav Value R6 Fund | — | — | — | $334K | 1.9% | |
| Alliance Bernstein Discovery Growth Z Fund | — | — | — | $301K | 1.7% | |
| Alliance Bernstein Small Cap Growth Port Z Fund | — | — | — | $245K | 1.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $146K | 0.8% | |
| The American Funds Target Date Return 2045 R6 Fund | — | — | — | $133K | 0.8% | |
| The American Funds Target Date Return 2055 R6 Fund ** 854 The American Funds Target Date Return 2060 R6 Fund | — | — | — | $114K | 0.7% | |
| Janus Henderson Janus Henderson Balanced N Fund | — | — | — | $108K | 0.6% | |
| The American Funds Target Date Return 2030 R6 Fund | — | — | — | $105K | 0.6% | |
| The American Funds Target Date Return 2040 R6 Fund | — | — | — | $75K | 0.4% | |
| Participant Loans (Notes Receivable From Participants) 4.25% - 9.50% - | — | — | — | $69K | 0.4% | |
| (E) | — | — | $31K | $69K | 0.4% | |
| The American Funds Target Date Return 2025 R6 Fund | — | — | — | $34K | 0.2% | |
| PIMCO Funds StocksPlus Intl I Fund | — | — | — | $31K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $18K | 0.1% | |
| (E) | — | — | — | $18K | 0.1% | |
| The American Funds Target Date Return 2065 R6 Fund | — | — | — | $16K | <0.1% | |
| (E) | — | — | $75K | $16K | <0.1% | |
| The American Funds Target Date Return 2015 R6 Fund | — | — | — | $2K | <0.1% | |
| The American Funds Target Date Return 2010 R6 Fund | — | — | — | $1K | <0.1% |
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