Back to filter
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 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $854K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $403K | — |
| SUN LIFE INVESTMENT MGMT US INC. | 68-0635051 | — | NONE | $193K | — |
| FIDUCIARY INVESTMENT ADVISORS | 20-4751585 | — | NONE | $190K | — |
| OGLETREE DEAKINS NASH SMOAK &STEARD | 57-1044820 | — | NONE | $135K | — |
| WISS & COMPANY, LLP | 22-1732349 | — | NONE | $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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ARXADA AMERICA LLC MASTER RTMT TRUS ARXADA AMERICA LLC · EIN 22-3539405 / PN 001 | Master Trust | $375.8M | 100.0% |
Related plans
Other plans using WILLIS TOWERS WATSON US LLC
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE PENSION VALUE PLAN FOR EMPLOYEES OF THE BOEING COMPANY
$23.3B · 27,197 participants
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
Similar-size Manufacturing plans
BASF CORPORATION
BASF CORPORATION CONSOLIDATED BARGAINING UNIT EMPLOYEES' PENSION PLAN
$351.7M · 384 participants
THE DOW CHEMICAL COMPANY
DOW EMPLOYEES' PENSION PLAN (PERSONAL PENSION ACCOUNT)
$401.5M · 7,925 participants
BASF CORPORATION
BASF CORPORATION BARGAINING UNIT SAVINGS PLAN
$336.0M · 1,420 participants
WESTLAKE MANAGEMENT SERVICES, INC.
WESTLAKE DEFINED BENEFIT PLAN
$417.3M · 912 participants
SASOL (USA) CORPORATION
SAVINGS AND INVESTMENT PLAN OF SASOL (USA) CORPORATION
$417.7M · 1,265 participants
ESSENTIAL HOLDING AMERICA, LLC
SOLVAY US COMPANIES 401(K) PLAN
$432.7M · 901 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
