Employers › Loomis Armored US
Recordkeeping fees per participant · Loomis 401(k) Pre-tax Savings Plan · plan year 2024
$19.52
Higher than 16% of the 1,697 plans $250M to 1B that report it.
= $240,108 / 12,301
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008084237NAL0009398416001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008084237NAL0009398416001, received 2025-10-08
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-08.
Administrative expenses excluding investment management, per participant
$21.26
Higher than 12% of the 2,324 plans $250M to 1B that report it.
= $261,508 / 12,301
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008084237NAL0009398416001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008084237NAL0009398416001, received 2025-10-08
Administrative expenses per participant
$35.22
Higher than 13% of the 2,405 plans $250M to 1B that report it.
= $433,213 / 12,301
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008084237NAL0009398416001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008084237NAL0009398416001, received 2025-10-08
Administrative expenses as a share of assets
0.168%
Higher than 87% of the 2,407 plans $250M to 1B that report it.
= $433,213 / $258,353,353
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008084237NAL0009398416001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008084237NAL0009398416001, received 2025-10-08
Employer contributions per participant
$429
Higher than 3% of the 2,457 plans $250M to 1B that report it.
= $5,275,168 / 12,301
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008084237NAL0009398416001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008084237NAL0009398416001, received 2025-10-08
Employer share of total contributions
15.6%
Higher than 8% of the 2,459 plans $250M to 1B that report it.
= $5,275,168 / $33,906,453
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008084237NAL0009398416001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008084237NAL0009398416001, received 2025-10-08
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008084237NAL0009398416001, received 2025-10-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LOOMIS ARMORED US, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Plan name | LOOMIS 401(K) PRE-TAX SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Sponsor EIN / plan number | 75-0117200 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Industry (business code) | 492110, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Participants, beginning of year | 15,582 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Active participants | 10,258 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Participants, end of year | 13,100 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Participants with an account balance | 12,301 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Total assets, beginning of year | $232,583,705 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Total assets, end of year | $258,353,353 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Net assets, end of year | $258,353,353 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Total income | $61,689,870 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Net income | $25,769,648 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Employer contributions | $5,275,168 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Participant contributions | $28,180,529 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Other contributions (incl. rollovers) | $450,756 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Total contributions | $33,906,453 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Benefit payments | $35,476,947 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $35,920,222 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Total administrative expenses | $433,213 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Recordkeeping fees | $240,108 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| IQPA audit fees | $21,400 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Investment advisory and management fees | $171,705 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Administrative expenses excluding investment management | $261,508 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Held in common/collective trusts | $248,562,510 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Held in mutual funds | $77,750 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251008084237NAL0009398416001, received 2025-10-08 |
| Independent auditor | DOEREN MAYHEW ASSURANCE | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008084237NAL0009398416001, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008084237NAL0009398416001, received 2025-10-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND Srecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 72 Other investment fees and expenses | $240,133 | yes |
| MERCER INVESTMENTS LLC | CONSULTANT | 70 Consulting fees | $171,705 | no |
| DOEREN MAYHEW ASSURANCE | ACCOUNTANT | 10 Accounting (including auditing) | $21,400 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251008084237NAL0009398416001, received 2025-10-08.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $232,583,705 | $258,353,353 | 11.1% |
| Participants with a balance | 14,622 | 12,301 | -15.9% |
| Administrative expenses | $767,984 | $433,213 | -43.6% |
| Recordkeeping fees per participant | $34.51 | $19.52 | -43.4% |
| Employer contributions | $6,099,271 | $5,275,168 | -13.5% |
Prior filing 20241015133700NAL0056405250001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: LOOMIS ARMORED US, LLC; SEC registrant: LOOMIS FARGO & CO /TX/ (CIK 1039727, matched by EIN).