How big is Armstrong Garden Centers, Inc.'s plan?

Armstrong Garden Centers, Inc.'s plan reported $27.3M in assets and 1,267 participants for 2023.

Original filing (PDF)20250204130224NAL0008538209001

Armstrong Garden Centers, Inc.

Name: Armstrong Garden Centers, Inc. — Armstrong Garden, Form 5500 (2023)
Creator: Armstrong Garden Centers, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Armstrong Garden Centers, Inc. 401(k) Plan

401(k) retirement plan · Armstrong Garden Centers, Inc.'s Armstrong Garden Centers, Inc. 401(k) Plan held $27.3M in plan assets for 1,267 participants in 2023, with Transamerica as recordkeeper.

Active participants

1,267

Accounts w/ balance

515

Plan assets (EOY)

$27.3M

Net assets (EOY)

$27.2M

People on this filing

SUE Perry signed Armstrong Garden Centers, Inc.'s 2023 Form 5500 as plan administrator.

SUE Perry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Armstrong Garden Centers, Inc.'s EIN is 95-3207663.

EIN 95-3207663

Plan number 003

Plan year 2023

ACK ID 20250204130224NAL0008538209001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Armstrong Garden Centers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Armstrong Garden Centers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARMSTRONG GARDEN CENTERS, INC..

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How this plan invests

This plan

45 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (8th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).
Bottom-decile employer contributions per participant (4th percentile).

Plan sponsor

Name

ARMSTRONG GARDEN CENTERS, INC.

EIN

all filings

Address

2200 E. ROUTE 66 · SUITE 200 · GLENDORA, CA · 91740

Phone

(626) 914-1091

Industry

Retail Trade

Plan administrator

Name

FIDUCIARY OUTSOURCING LLC

EIN

47-2079321

City

PHOENIX, AZ

Phone

(602) 730-9849

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-02-04

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS L	13-3689044	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBC CAPITAL MARKETS LLC	41-1416330	—	INVESTMENT ADVISORY PLAN	$55K	—

Investments

45 direct securities· $27.2M(99% of reported assets)

Mutual Funds

$17.3M

32 holdings

Common Collective Trusts

$4.0M

1 holding

Other securities

$3.8M

9 holdings

Stable Value

$1.8M

1 holding

Bonds / Notes

$199K

1 holding

Agency / Mortgage-Backed

$107K

1 holding

					% of plan
MFS Massachusetts Investors Growth Stock R3 Mutual fund	Mutual Funds	—	—	$4.7M	17.1%
iShares S&P 500 Index Services Shares Fund Mutual fund	Common Collective Trusts	—	—	$4.0M	14.6%
American Funds American Balanced R3 Fund Mutual fund	Mutual Funds	—	—	$2.5M	9.2%
Transamerica Stable Value Focus Option Stable Value	Stable Value	—	—	$1.8M	6.5%
T. Rowe Price Mid Cap Growth I Mutual fund	Other securities	—	—	$1.7M	6.3%
American Funds 2040 Target Date Retirement R6 Fund Mutual fund	Mutual Funds	—	—	$1.2M	4.2%
American Funds Fundamental Invs R6 Mutual fund	Mutual Funds	—	—	$1.1M	4.2%
American Funds 2030 Target Date Retirement R6 Fund Mutual fund	Mutual Funds	—	—	$1.1M	3.9%
Lord Abbett Growth Leaders R6 Mutual fund	Mutual Funds	—	—	$821K	3.0%
Vanguard Information Technology Index Admiral Shar Mutual fund	Mutual Funds	—	—	$737K	2.7%
American Funds 2025 Target Date Retirement R6 Fund Mutual fund	Mutual Funds	—	—	$734K	2.7%
DFA US CoreEquity 2 I Fund Mutual fund	Mutual Funds	—	—	$624K	2.3%
Victory Sycamore Established Value R Fund Mutual fund	Other securities	—	—	$621K	2.3%
American Funds 2055 Target Date Retirement R6 Fund Mutual fund	Mutual Funds	—	—	$516K	1.9%
Ivy Large Cap Growth Y Fund Mutual fund	Other securities	—	—	$402K	1.5%
Pioneer Bond Y Fund Mutual fund	Other securities	—	—	$392K	1.4%
MFS Total Return R3 Fund Mutual fund	Mutual Funds	—	—	$368K	1.3%
American Funds 2035 Target Date Retirement R6 Fund Mutual fund	Mutual Funds	—	—	$354K	1.3%
Parametric International Equity Investor Fund Mutual fund	Other securities	—	—	$320K	1.2%
Vanguard Equity- Income Admiral Shares Fund Mutual fund	Mutual Funds	—	—	$312K	1.1%
American Funds 2060 Target Date Retirement R6 Fund Mutual fund	Mutual Funds	—	—	$301K	1.1%
American Funds 2045 Target Date Retirement R6 Fund Mutual fund	Mutual Funds	—	—	$273K	1.0%
Participant Loans 8.50% maturing through July 2029	Bonds / Notes	—	—	$199K	0.7%
DFA US Large Company I Fund Mutual fund	Mutual Funds	—	—	$188K	0.7%
Invesco Diversified Dividend R5 Fund Mutual fund	Mutual Funds	—	—	$185K	0.7%
American Funds Europacific Growth R5 Fund Mutual fund	Mutual Funds	—	—	$183K	0.7%
American Funds 2050 Target Date Retirement R6 Fund Mutual fund	Mutual Funds	—	—	$161K	0.6%
Vanguard Health Care Admiral Shares Fund Mutual fund	Mutual Funds	—	—	$128K	0.5%
DFA Real Estate Securities I Fund Mutual fund	Mutual Funds	—	—	$123K	0.4%
Gabelli Gold I Mutual fund	Other securities	—	—	$115K	0.4%
DFA Emerging Markets I Fund Mutual fund	Mutual Funds	—	—	$112K	0.4%
Vanguard GNMA Admiral Shares Fund Mutual fund	Agency / Mortgage-Backed	—	—	$107K	0.4%
American Funds 2020 Target Date Retirement R6 Fund Mutual fund	Mutual Funds	—	—	$107K	0.4%
Transamerica International Equity R6 Fund Mutual fund	Other securities	—	—	$99K	0.4%
DFA US Targeted Value I Mutual fund	Mutual Funds	—	—	$96K	0.3%
TIAA-CREF Inflation - Linked Bond Advisor Mutual fund	Mutual Funds	—	—	$95K	0.3%
Eaton Vance High Income Opportunities A Fund Mutual fund	Other securities	—	—	$92K	0.3%
Franklin Utilities R Fund Mutual fund	Mutual Funds	—	—	$78K	0.3%
Parnassus Mid Cap Fund Mutual fund	Other securities	—	—	$64K	0.2%
American Funds 2010 Target Date Retirement R6 Fund Mutual fund	Mutual Funds	—	—	$53K	0.2%
PIMCO Income Instl Mutual fund	Mutual Funds	—	—	$50K	0.2%
Dodge & Cox Global Bond X Mutual fund	Mutual Funds	—	—	$47K	0.2%
American Funds 2065 Trgt Mutual fund	Mutual Funds	—	—	$35K	0.1%
Vanguard FTSE Social Mutual fund	Mutual Funds	—	—	$33K	0.1%
American Funds 2015 Target Date Retirement R6 Fund Mutual fund	Mutual Funds	—	—	$1K	<0.1%