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Original filing (PDF)20241011105140NAL0010837123001
ARCATECH SYSTEMS, LLC
Form 5500
FILING_RECEIVED
ARCATECH SYSTEMS PROFIT SHARING AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~84 bps in Sched C fees
Active participants
88
Accounts w/ balance
117
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 84 bps in Schedule C fees — 62% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCATECH SYSTEMS, LLC.
Plan sponsor
Name
ARCATECH SYSTEMS, LLC
EIN
13-4032170
Address
1400 DOGWOOD WAY · MEBANE, NC · 27302
Phone
(919) 525-2710
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HUGHES PITTMAN & GUPTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAVERLY ADVISORS, LLC | 63-1229657 | — | RIA | $38K | — |
Investments
1 pooled fund· $141K(3% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MELLON INSIGHT STABLE VALUE FUND THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | $141K | 3.2% |
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