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Original filing (PDF)20251015142328NAL0002445235001

ARXADA, LLC

Form 5500
FILING_RECEIVED
THE ARXADA CONSOLIDATED PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
188
Accounts w/ balance
Plan assets (EOY)
$375.8M
Net assets (EOY)
$375.4M
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)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
100
Knocking points off
  • 49 bps in Schedule C fees — 387% above peer band of 10 bps.
  • No recordkeeper disclosed on Schedule C.
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 ARXADA, LLC.
Plan sponsor
Name
ARXADA, LLC
EIN
13-5665861
Address
412 MOUNT KEMBLE AVENUE · SUITE 200S · MORRISTOWN, NJ · 07960
Phone
(201) 316-9200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WISS & COMPANY, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

6 rows
Other
6
NameEINLocationRelationDirect compIndirect comp
WILLIS TOWERS WATSON US LLC53-0181291NONE$854K
NORTHERN TRUST COMPANY36-1561860NONE$403K
SUN LIFE INVESTMENT MGMT US INC.68-0635051NONE$193K
FIDUCIARY INVESTMENT ADVISORS20-4751585NONE$190K
OGLETREE DEAKINS NASH SMOAK &STEARD57-1044820NONE$135K
WISS & COMPANY, LLP22-1732349NONE$55K

Investments

1 pooled fund· $375.8M(100% of reported assets)

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.

InvestmentTypeCurrent value% of plan
ARXADA AMERICA LLC MASTER RTMT TRUS
ARXADA AMERICA LLC · EIN 22-3539405 / PN 001
Master Trust
$375.8M100.0%

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