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Original filing (PDF)20251002131006NAL0000795712001
ARMSTRONG BANK
Form 5500
FILING_RECEIVED
ARMSTRONG BANK 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
418
Accounts w/ balance
524
Plan assets (EOY)
$48.5M
Net assets (EOY)
$48.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARMSTRONG BANK.
Plan sponsor
Name
ARMSTRONG BANK
EIN
73-0496410
Address
1111 WEST BROADWAY STREET · MUSKOGEE, OK · 74401
Phone
(918) 680-6931
Industry
Commercial Banking· Finance & Insurancesee 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
2025-10-02
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $71K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $92K | — |
| ARMSTRONG BANK | — | MUSKOGEE, OK | OTHER | $24K | — |
Investments
29 direct securities · 2 pooled funds· $48.5M(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
$43.3M
28 holdings
Mutual Funds
$2.8M
1 holding
Pooled Separate Account
$2.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Trust S&P 500 Index Institutional | — | — | $842K | $7.8M | 16.1% | |
| American Funds International Growth and Income R6 | — | — | $105K | $3.7M | 7.7% | |
| Investment Contract with Insurance Company * Empower Insurance Key Guaranteed Portfolio Fund Investment contract (fixed annuities) | — | — | $3.2M | $3.2M | 6.6% | |
| TCW Metwest Total return Bond Plan | — | — | $348K | $2.9M | 6.0% | |
| Vanguard Small Cap Index Fund | — | — | $25K | $2.9M | 5.9% | |
| AB Large Cap Growth Z | Mutual Funds | — | $25K | $2.8M | 5.7% | |
| American Funds 2030 Target Date Retire R6 | — | — | $143K | $2.5M | 5.1% | |
| American Funds 2045 Target Date Retire R6 | — | — | $113K | $2.4M | 4.9% | |
| American Funds 2040 Target Date Retire R6 | — | — | $110K | $2.3M | 4.7% | |
| LARGE CAP GROWTH/MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | $22K | $2.0M | 4.2% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | $6K | $1.9M | 3.8% | |
| American Funds 2035 Target Date Retire R6 | — | — | $78K | $1.5M | 3.0% | |
| American Funds 2050 Target Date Retire R6 | — | — | $67K | $1.4M | 2.9% | |
| American Funds 2060 Target Date Retire R6 | — | — | $74K | $1.3M | 2.8% | |
| JPMorgan Mid Cap Growth R6 | — | — | $21K | $1.1M | 2.3% | |
| American Funds 2055 Target Date Retire R6 | — | — | $36K | $945K | 1.9% | |
| Blackrock Strategic Global Bond K | — | — | $175K | $907K | 1.9% | |
| American Funds 2015 Target Date Retire R6 | — | — | $71K | $871K | 1.8% | |
| Fidelity Advisor Focused Emerging Mrkt Z | — | — | $28K | $857K | 1.8% | |
| Victory Sycamore Established Value R6 | — | — | $18K | $845K | 1.7% | |
| Columbia Contrarian Core Institutional 3 | — | — | $23K | $828K | 1.7% | |
| JPMorgan Equity Income R6 | — | — | $26K | $632K | 1.3% | |
| American Funds 2020 Target Date Retire R6 | — | — | $45K | $604K | 1.2% | |
| PIMCO Real Return Asset Institutional | — | — | $51K | $512K | 1.1% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | $14K | $385K | 0.8% | |
| Empower Trust Multi-Sector Bond Institutional | — | — | $46K | $370K | 0.8% | |
| American Funds 2025 Target Date Retire R6 | — | — | $24K | $368K | 0.8% | |
| American Century International GR R6 | — | — | $30K | $361K | 0.7% | |
| American Century Small Cap Value R6 | — | — | $24K | $253K | 0.5% | |
| MFS Value R6 | — | — | $2K | $91K | 0.2% | |
| Putnum Small Cap Growth R6 651 | — | — | — | $52K | 0.1% |