Alandra Klausing signed Armada Parent, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Armada Parent, Inc.'s EIN is 87-2821244.
Download the official 2024 Form 5500 (PDF) for Armada Parent, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Armada Parent, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Index Select Index Select Moderate 2055 Fund CL R6 | Other securities | — | — | $5.8M | 19.9% | |
| Index Select Index Select Moderate 2045 Fund CL R6 | Other securities | — | — | $5.6M | 19.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.4M | 11.6% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $2.9M | 10.0% | |
| JPMorgan Large-Cap Growth Fund R6 | Other securities | — | — | $1.8M | 6.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.1M | 3.8% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $1.0M | 3.6% | |
| maturing through December 2029 | Other securities | — | — | $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 | Other securities | — | — | $748K | 2.6% | |
| Fidelity Advisor Total Bond Z Fund | Mutual Funds | — | — | $723K | 2.5% | |
| BlackRock Inflation Protected Bond Fund | Other securities | — | — | $663K | 2.3% | |
| Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $660K | 2.3% | |
| Thornburg Strategic Income Fund R6 | Other securities | — | — | $522K | 1.8% | |
| Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $436K | 1.5% | |
| Invesco Small-Cap Value Fund R6 | Mutual Funds | — | — | $420K | 1.4% | |
| BlackRock Mid-Cap Value Fund Institutional | Other securities | — | — | $401K | 1.4% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $271K | 0.9% | |
| American Funds American Funds American High-Income Trust Class R6 | Mutual Funds | — | — | $210K | 0.7% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | Other securities | — | — | $180K | 0.6% | |
| Collective Trust Fund Index Select Index Select Moderate 2035 Fund CL R6 | Common Collective Trusts | — | — | $170K | 0.6% | |
| American Funds American Funds Balanced R6 | Mutual Funds | — | — | $100K | 0.3% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $81K | 0.3% | |
| Federated Hermes Federated Hermes International Strategic Fund | Other securities | — | — | $80K | 0.3% | |
| Index Select Index Select Aggressive 2055 Fund CL R6 | Other securities | — | — | $36K | 0.1% | |
| Index Select Index Select Conservative 2035 Fund CL R6 | Other securities | — | — | $23K | <0.1% | |
| PGIM Jennison PGIM Jennison Small Company Fund R6 | Common Stocks | — | — | $19K | <0.1% | |
| Index Select Index Select Aggressive 2045 Fund CL R6 | Other securities | — | — | $16K | <0.1% | |
| Index Select Index Select Aggressive 2035 Fund CL R6 | Other securities | — | — | $15K | <0.1% | |
| Index Select Index Select Moderate Retire Fund CL R6 | Other securities | — | — | $8K | <0.1% | |
| Index Select Index Select Aggressive Retire Fund CL R6 9 Index Select Index Select Conservative 2055 Fund CL R6 | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $22K |
| — |
