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Original filing (PDF)20251008084237NAL0009398416001
LOOMIS ARMORED US, LLC
Form 5500
FILING_RECEIVED
LOOMIS 401(K) PRE-TAX SAVINGS PLAN
401(k) retirement plan
Active participants
10,258
Accounts w/ balance
12,301
Plan assets (EOY)
$258.4M
Net assets (EOY)
$258.4M
How this plan invests
This plan
21 pooled trusts
Schedule D
30 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
- 17 bps in Schedule C fees — 68% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOOMIS ARMORED US, LLC.
Plan sponsor
Name
LOOMIS ARMORED US, LLC
EIN
75-0117200
Address
2500 CITY WEST BLVD · SUITE 2300 · HOUSTON, TX · 770423031
Phone
(713) 435-6700
Industry
Transportation & Warehousingsee 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
2025-10-08
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
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $240K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | — | CHICAGO, IL | CONSULTANT | $172K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | 38-2492570 | — | ACCOUNTANT | $21K | — |
Investments
9 direct securities · 21 pooled funds· $323.1M(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.
Common Collective Trust
$248.6M
21 holdings
Uncategorized
$74.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDX SL CL II STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $39.9M | 15.4% | |
| INVESCO STABLE VAL TRUST CL B1 COMMON / COLLECTIVE TRUSTS | — | — | $30.7M | $30.7M | 11.9% | |
| INVESCO STABLE VALUE TRUST CLASS B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $30.7M | 11.9% | |
| MERCERWISE 2050 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3355483 / PN 021 | Common Collective Trust | — | — | $24.7M | 9.6% | |
| MERCERWISE 2055 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3367468 / PN 022 | Common Collective Trust | — | $19.1M | $23.4M | 9.0% | |
| MercerWise 2055 Target Date Class C Collective Investment Trust | — | — | — | $23.4M | 9.0% | |
| MERCERWISE 2045 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3334212 / PN 020 | Common Collective Trust | — | — | $20.2M | 7.8% | |
| MERCERWISE 2035 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3306633 / PN 018 | Common Collective Trust | — | — | $16.6M | 6.4% | |
| MERCERWISE 2040 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3324865 / PN 019 | Common Collective Trust | — | — | $16.2M | 6.3% | |
| MERCERWISE 2060 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3408562 / PN 024 | Common Collective Trust | — | — | $15.1M | 5.9% | |
| MERCERWISE 2030 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3292317 / PN 017 | Common Collective Trust | — | — | $14.3M | 5.5% | |
| MERCER SMALL MID CAP STOCK FUND MERCER GROUP TRUST · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $12.8M | 4.9% | |
| Participant loans Participant loans with varying maturity dates and interest rates ranging from 3.25% to 8.50% | — | — | — | $9.7M | 3.8% | |
| LOAN FUND LOANS | — | — | $9.7M | $9.7M | 3.7% | |
| MERCERWISE 2025 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3277570 / PN 016 | Common Collective Trust | — | — | $8.4M | 3.3% | |
| MERCER INTERNATIONAL STOCK FUND MERCER GROUP TRUST · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $8.3M | 3.2% | |
| MERCERWISE 2065 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3428516 / PN 025 | Common Collective Trust | — | — | $4.8M | 1.8% | |
| STATE STREET US BND INDX SL CL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $4.2M | 1.6% | |
| SSGA RUSSELL SMALL/MID CAP INDEX CL STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $2.5M | 1.0% | |
| MERCERWISE 2020 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3269915 / PN 015 | Common Collective Trust | — | — | $2.3M | 0.9% | |
| MERCERWISE TARGET DATE INCOME FUND MERCER GROUP TRUST · EIN 81-3224417 / PN 013 | Common Collective Trust | — | — | $1.5M | 0.6% | |
| MERCER DIVERSIFIED BOND FUND MERCER GROUP TRUST · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $1.0M | 0.4% | |
| STATE STREET GBL ALLCP EQ EX-US IDX STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | $817K | $897K | 0.3% | |
| State Street Global All Cap Equity ex-U.S. Index Lending Series Fund Class II Collective Investment Trust | — | — | — | $897K | 0.3% | |
| MERCERWISE 2070 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3546834 / PN 026 | Common Collective Trust | — | — | $370K | 0.1% | |
| STATE STREET REAL ASSET NON-LENDING STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $369K | 0.1% | |
| Non-Participant Directed Investment BlackRock FedFund Registered Investment Company | — | — | — | $78K | <0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $78K | $78K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $8K | $8K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $6K | $6K | <0.1% |