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Original filing (PDF)20251014161521NAL0006824642001
REM ARMS LLC
Form 5500
FILING_RECEIVED
REM ARMS LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
No auditor on file77% in single holding
Active participants
147
Accounts w/ balance
397
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
31 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 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
60
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Top holding "AF American Balanced Fund John Hancock Life Ins Co of NY" is 77% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REM ARMS LLC.
Plan sponsor
Name
REM ARMS LLC
EIN
85-3483053
Address
205 NORTH LEWIS STREET, SUITE 1 · LAGRANGE, GA · 30240
Phone
(336) 408-2583
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO OF NY | 13-3646501 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINET | 48-1305000 | — | INVESTMENT ADVISORY | $21K | — |
Investments
25 direct securities · 31 pooled funds· $16.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$8.2M
31 holdings
Uncategorized
$7.9M
25 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF AMERICAN BALANCED FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $6.3M | 78.3% | |
| AF American Balanced Fund John Hancock Life Ins Co of NY | — | — | — | $6.1M | 76.2% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $560K | 7.0% | |
| Vanguard Mid-Cap Value ETF John Hancock Life Ins Co of NY | — | — | — | $518K | 6.4% | |
| VANGUARD TOTAL INTL STOCK IDX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $254K | 3.1% | |
| Vanguard Total Intl Stock Idx John Hancock Life Ins Co of NY | — | — | — | $199K | 2.5% | |
| Fidelity NASDAQ Composite Idx John Hancock Life Ins Co of NY | — | — | — | $160K | 2.0% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $154K | 1.9% | |
| Fidelity Mid Cap Index Fund John Hancock Life Ins Co of NY | — | — | — | $152K | 1.9% | |
| Vanguard Small Cap Value Index John Hancock Life Ins Co of NY | — | — | — | $144K | 1.8% | |
| 500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $142K | 1.8% | |
| JPMorgan Large Cap Growth John Hancock Life Ins Co of NY | — | — | — | $134K | 1.7% | |
| FIDELITY NASDAQ COMPOSITE IDX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $132K | 1.6% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $132K | 1.6% | |
| JH Stable Val Gntd Income Fund John Hancock Life Ins Co of NY | — | — | — | $132K | 1.6% | |
| JH STABLE VAL GNTD INCOME FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $123K | 1.5% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $118K | 1.5% | |
| 500 Index Fund John Hancock Life Ins Co of NY | — | — | — | $111K | 1.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $85K | 1.1% | |
| American Funds New Perspective John Hancock Life Ins Co of NY | — | — | — | $75K | 0.9% | |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $63K | 0.8% | |
| JH Lifestyle Blend Balanced John Hancock Life Ins Co of NY | — | — | — | $56K | 0.7% | |
| ISHARES GOLD TRUST ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $26K | 0.3% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $23K | 0.3% | |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $21K | 0.3% | |
| JH Lifestyle Blend Growth John Hancock Life Ins Co of NY | — | — | — | $17K | 0.2% | |
| iShares Gold Trust ETF John Hancock Life Ins Co of NY | — | — | — | $17K | 0.2% | |
| JH Lifestyle Blend Moderate John Hancock Life Ins Co of NY | — | — | — | $17K | 0.2% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $16K | 0.2% | |
| Vanguard Explorer Fund John Hancock Life Ins Co of NY | — | — | — | $15K | 0.2% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| JH Lifestyle Blend Aggressive John Hancock Life Ins Co of NY | — | — | — | $13K | 0.2% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $9K | 0.1% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Vanguard Growth Index Fund John Hancock Life Ins Co of NY | — | — | — | $8K | 0.1% | |
| Federated High Yield Bond John Hancock Life Ins Co of NY | — | — | — | $7K | <0.1% | |
| VANGUARD EQUITY-INCOME FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Vanguard Equity-Income Fund John Hancock Life Ins Co of NY | — | — | — | $6K | <0.1% | |
| ALLSPRING SMALL COMPANY GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Vanguard Tot Wld Stk Index ETF John Hancock Life Ins Co of NY | — | — | — | $6K | <0.1% | |
| Allspring Special SCap Value John Hancock Life Ins Co of NY | — | — | — | $6K | <0.1% | |
| ALLSPRING SPECIAL SCAP VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Allspring Small Company Growth John Hancock Life Ins Co of NY | — | — | — | $5K | <0.1% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Nuveen Small-Cap Blend Index John Hancock Life Ins Co of NY | — | — | — | $3K | <0.1% | |
| T. Rowe Price Sml Cap Val John Hancock Life Ins Co of NY | — | — | — | $3K | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| John Hancock Mid Cap Growth John Hancock Life Ins Co of NY | — | — | — | $2K | <0.1% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| MFS MID CAP VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA DIVIDEND INCOME FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLN CONSERVATIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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