Back to filter
Original filing (PDF)20251014133630NAL0006101442001
ARMSTRONG INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
ARMSTRONG INTERNATIONAL, INC. EMPLOYEES' 401K PLAN
401(k) retirement plan
Active participants
459
Accounts w/ balance
527
Plan assets (EOY)
$69.0M
Net assets (EOY)
$69.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 78% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARMSTRONG INTERNATIONAL, INC..
Plan sponsor
Name
ARMSTRONG INTERNATIONAL, INC.
EIN
38-0308010
Address
816 MAPLE STREET · THREE RIVERS, MI · 49093
Phone
(269) 273-1415
Industry
Manufacturingsee 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
2025-10-14
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
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $100K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $51K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $45K | — |
Investments
28 direct securities · 1 pooled fund· $68.9M(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
$53.6M
27 holdings
Mutual Funds
$11.2M
1 holding
Common Collective Trust
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | Mutual Funds | — | — | $11.2M | 16.2% | |
| Alliance Bernstein AB Large Cap Growth Fund Z | — | — | — | $8.0M | 11.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.2M | 6.0% | |
| Vanguard Target Retirement 2025 Fund Inv | — | — | — | $4.1M | 5.9% | |
| Vanguard Mid Cap Index Fund Adm | — | — | — | $3.6M | 5.3% | |
| Pioneer Bond Fund K | — | — | — | $3.5M | 5.0% | |
| Diamond Hill Large Cap Y | — | — | — | $2.8M | 4.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.7M | 3.9% | |
| Vanguard Target Retirement 2045 Fund Inv | — | — | — | $2.6M | 3.7% | |
| Vanguard Target Retirement 2035 Fund Inv | — | — | — | $2.5M | 3.6% | |
| Vanguard Target Retirement 2055 Fund Inv | — | — | — | $2.4M | 3.5% | |
| Vanguard International Growth ADM | — | — | — | $2.3M | 3.4% | |
| American Funds New World Fund R6 | — | — | — | $2.1M | 3.0% | |
| Vanguard Target Retirement 2050 Fund Inv | — | — | — | $2.0M | 2.9% | |
| Janus Henderson Enterprise N | — | — | — | $2.0M | 2.8% | |
| Vanguard Small Cap Index Fund Adm | — | — | — | $1.9M | 2.8% | |
| Vanguard Developed Markets Index Fund Adm | — | — | — | $1.9M | 2.8% | |
| DFA Inflation-Protected Securities I | — | — | — | $1.6M | 2.4% | |
| Vanguard Target Retirement 2040 Fund Inv | — | — | — | $1.5M | 2.2% | |
| Janus Henderson Triton Fund N | — | — | — | $1.4M | 2.1% | |
| Vanguard Target Retirement 2060 Fund Inv | — | — | — | $1.0M | 1.5% | |
| American Century Mid Cap Value Fund R6 | — | — | — | $1.0M | 1.5% | |
| Blackrock High-Yield Bond Portfolio K | — | — | — | $589K | 0.9% | |
| DFA Real Estate Securities Fund I | — | — | — | $525K | 0.8% | |
| Franklin Small Cap Value R6 | — | — | — | $415K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Inv | — | — | — | $394K | 0.6% | |
| PIMCO Int Bond (USD-HEDGED) Inst | — | — | — | $197K | 0.3% | |
| Vanguard Target Retirement Income Fund Inv | — | — | — | $180K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Inv | — | — | — | $166K | 0.2% |