Original filing (PDF)20251014082442NAL0001111827001

GARDA CL ATLANTIC, INC.

Name: GARDA CL ATLANTIC, INC. — BROOKS ARMORED CAR SERVICE, INC. PENSION PLAN, Form 5500 (2024)
Creator: GARDA CL ATLANTIC, INC.

Form 5500

FILING_RECEIVED

BROOKS ARMORED CAR SERVICE, INC. PENSION PLAN

Defined-benefit pension plan

Signals · 2

54% in single holding~105 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

How this plan invests

This plan

4 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARDA CL ATLANTIC, INC..

Plan sponsor

Name

GARDA CL ATLANTIC, INC.

EIN

51-0069745

Address

2000 NW CORPORATE BLVD · BOCA RATON, FL · 33431

Phone

(561) 884-0889

Industry

Transportation & Warehousingsee 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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

LERROSARBEY, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI	11-3809585	—	NONE	$44K	—
LERROSARBEY, PLLC	27-0855205	—	NONE	$17K	—
PRINCIPAL FINANCIAL GROUP, INC	42-1520346	—	NONE	$12K	—
MMA SECURITIES	22-3570392	—	NONE	$10K	—

Investments

4 direct securities· $7.8M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American 67,808.345 shares, mutual fund, New Perspective Fund #7	—	—	$2.4M	$4.2M	53.9%
American 52,375.789 shares, mutual fund, Balanced Fund Class A #11	—	—	$1.2M	$1.8M	23.0%
American 72,246.84 shares, mutual fund, Income Fund of America Class A #6	—	—	$1.4M	$1.8M	22.6%
Principal Deposit Sweep Program	—	—	$37K	$37K

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