Stephanie Winfree signed Arqai, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arqai, LLC's EIN is 11-3663453.
Download the official 2024 Form 5500 (PDF) for Arqai, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arqai, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $291K | 18.4% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $263K | 16.6% | |
| AMERFUNDS AMER BALANCED - R6 130 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $224K | 14.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL 75 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $175K | 11.0% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $123K | 7.8% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $85K | 5.4% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $77K | 4.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $74K | 4.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $55K | 3.5% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $31K | 1.9% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $26K | 1.6% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $25K | 1.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $23K | 1.4% | |
| GS INTL EQ INSIGHTS R6 | Registered Investment Companies | — | — | $13K | 0.8% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $11K | 0.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $10K | 0.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $10K | 0.6% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $9K | 0.6% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $8K | 0.5% | |
| T ROWE PRICE VALUE FUND I | Registered Investment Companies | — | — | $8K | 0.5% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $4K | 0.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2K | 0.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $2K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
