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Original filing (PDF)20251104125944NAL0006596707001
ARMADA PARENT, INC.
Form 5500
FILING_RECEIVED
ARMADA PARENT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,927
Accounts w/ balance
1,653
Plan assets (EOY)
$28.9M
Net assets (EOY)
$28.9M
How this plan invests
This plan
6 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARMADA PARENT, INC..
Plan sponsor
Name
ARMADA PARENT, INC.
EIN
87-2821244
Address
9794 TIMBER CIR STE B · DAPHNE, AL · 36527
Phone
(251) 654-3074
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
2025-11-04
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $25K | — |
Investments
31 direct securities · 6 pooled funds· $28.9M(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
$27.1M
29 holdings
Mutual Funds
$1.0M
1 holding
Guaranteed Income / GIC
$790K
1 holding
Common Collective Trust
$0
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Index Select Index Select Moderate 2055 Fund CL R6 | — | — | — | $5.8M | 19.9% | |
| Index Select Index Select Moderate 2045 Fund CL R6 | — | — | — | $5.6M | 19.2% | |
| Fidelity 500 Index Fund | — | — | — | $3.4M | 11.6% | |
| Fidelity US Bond Index Fund | — | — | — | $2.9M | 10.0% | |
| JPMorgan Large-Cap Growth Fund R6 | — | — | — | $1.8M | 6.1% | |
| Fidelity International Index Fund | — | — | — | $1.1M | 3.8% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $1.0M | 3.6% | |
| maturing through December 2029 | — | — | — | $868K | 3.0% | |
| * Empower EI Fixed Account - Series Class I | Guaranteed Income / GIC | — | — | $790K | 2.7% | |
| Goldman Sachs Goldman Sachs GQG Partners International Opportunities Fund | — | — | — | $748K | 2.6% | |
| Fidelity Advisor Total Bond Z Fund | — | — | — | $723K | 2.5% | |
| BlackRock Inflation Protected Bond Fund | — | — | — | $663K | 2.3% | |
| Fidelity Mid-Cap Index Fund | — | — | — | $660K | 2.3% | |
| Thornburg Strategic Income Fund R6 | — | — | — | $522K | 1.8% | |
| Fidelity Small-Cap Index Fund | — | — | — | $436K | 1.5% | |
| Invesco Small-Cap Value Fund R6 | — | — | — | $420K | 1.4% | |
| BlackRock Mid-Cap Value Fund Institutional | — | — | — | $401K | 1.4% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N | — | — | — | $271K | 0.9% | |
| American Funds American Funds American High-Income Trust Class R6 | — | — | — | $210K | 0.7% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | — | — | — | $180K | 0.6% | |
| Collective Trust Fund Index Select Index Select Moderate 2035 Fund CL R6 | — | — | — | $170K | 0.6% | |
| American Funds American Funds Balanced R6 | — | — | — | $100K | 0.3% | |
| MFS Value Fund R6 | — | — | — | $81K | 0.3% | |
| Federated Hermes Federated Hermes International Strategic Fund | — | — | — | $80K | 0.3% | |
| Index Select Index Select Aggressive 2055 Fund CL R6 | — | — | — | $36K | 0.1% | |
| Index Select Index Select Conservative 2035 Fund CL R6 | — | — | — | $23K | <0.1% | |
| PGIM Jennison PGIM Jennison Small Company Fund R6 | — | — | — | $19K | <0.1% | |
| Index Select Index Select Aggressive 2045 Fund CL R6 | — | — | — | $16K | <0.1% | |
| Index Select Index Select Aggressive 2035 Fund CL R6 | — | — | — | $15K | <0.1% | |
| Index Select Index Select Moderate Retire Fund CL R6 | — | — | — | $8K | <0.1% | |
| Index Select Index Select Aggressive Retire Fund CL R6 9 Index Select Index Select Conservative 2055 Fund CL R6 | — | — | — | $5K | <0.1% | |
| BLACKROCK EQUITY INDEX FUND WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MID CAP EQUITY INDEX FUND WILMINGONT TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 1000 GROWTH IN WILMINGTON TRUST · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 1000 VALUE INDEX WILMINGTON TRUST · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| RELIANCE TRUST STABLE VALUE FUND GREAT GRAY CIT III METLIFE GROUP · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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