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Original filing (PDF)20251014151726NAL0003142753001
ARMORWORKS ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
ARMORWORKS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
416
Accounts w/ balance
291
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
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)
92
/ 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
80
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARMORWORKS ENTERPRISES, INC..
Plan sponsor
Name
ARMORWORKS ENTERPRISES, INC.
EIN
86-1041179
Address
6677 W FRYE RD · STE 24 · CHANDLER, AZ · 85226
Phone
(480) 598-5711
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
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPA'S P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $13K | — |
Investments
29 direct securities · 1 pooled fund· $13.8M(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
$11.2M
28 holdings
Mutual Funds
$2.5M
1 holding
Common Collective Trust
$97K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Retirement | Mutual Funds | — | — | $2.5M | 18.4% | |
| American Funds American Funds 2030 Target Date Retirement | — | — | — | $1.7M | 12.1% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.3M | 9.7% | |
| American Funds American Funds 2020 Target Date Retirement | — | — | — | $1.2M | 9.0% | |
| American Funds American Funds 2040 Target Date Retirement | — | — | — | $1.2M | 8.9% | |
| American Funds American Funds 2055 Target Date Retirement | — | — | — | $1.1M | 8.1% | |
| American Funds American Funds 2050 Target Date Retirement | — | — | — | $978K | 7.1% | |
| JPM Large Cap Growth Fund Class R6 | — | — | — | $769K | 5.6% | |
| American Funds American Funds 2045 Target Date Retirement | — | — | — | $451K | 3.3% | |
| American Funds American Funds 2025 Target Date Retirement | — | — | — | $397K | 2.9% | |
| Plan participants Participant loans with maturity dates through November 2034 | — | — | — | $356K | 2.6% | |
| American Funds American Funds 2060 Target Date Retirement | — | — | — | $340K | 2.5% | |
| BlackRock Equity Dividend Fund | — | — | — | $239K | 1.7% | |
| American Funds American Century Small Cap Growth R6 | — | — | — | $209K | 1.5% | |
| American Funds American Funds 2065 Target Date Retirement | — | — | — | $159K | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $149K | 1.1% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $140K | 1.0% | |
| Fidelity Stable Value Fund Common collective trust | — | — | — | $104K | 0.8% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $97K | 0.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $81K | 0.6% | |
| PIMCO RAE Emerging Markets Fund | — | — | — | $64K | 0.5% | |
| Hartford Funds Hartford International Opportunities Fund Y | — | — | — | $62K | 0.5% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $41K | 0.3% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $38K | 0.3% | |
| American Funds American Funds U.S. Government Securities Fund Class R6 | — | — | — | $18K | 0.1% | |
| American Funds American Funds 2010 Target Date Retirement | — | — | — | $15K | 0.1% | |
| PGIM Investments PGIM Total Return Bond R6 | — | — | — | $12K | <0.1% | |
| BlackRock High Yield Bond Portfolio | — | — | — | $5K | <0.1% | |
| Fidelity Investments Franklin Small Cap Value Fund | — | — | — | $2K | <0.1% | |
| Fidelity Investments Fidelity Advisor Strategic Income Fund | — | — | — | $2K | <0.1% |
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