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Original filing (PDF)20251014060129NAL0002191153001
ARXADA, LLC
Form 5500
FILING_RECEIVED
THE ARXADA 401(K) PLAN
401(k) retirement plan
Active participants
973
Accounts w/ balance
1,219
Plan assets (EOY)
$224.9M
Net assets (EOY)
$224.9M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
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 200 · MORRISTOWN, NJ · 07960
Phone
(682) 360-1311
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WISS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $171K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OGLETREE, DEAKINS, NASH SMOAK & STE | 57-1044820 | — | CONSULTANT | $9K | — |
| DIMEO SCHNEIDER & ASSOCIATES, LLC | 36-4001764 | — | CONSULTANT | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WISS & COMPANY LLP | 22-1732349 | — | ACCOUNTANT | $23K | — |
Investments
23 direct securities · 1 pooled fund· $219.8M(98% 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.
Registered Investment Companies
$206.9M
23 holdings
Common Collective Trust
$12.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN INSTITUTIONAL IDX - INST | Registered Investment Companies | — | — | $36.4M | 16.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $16.0M | 7.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $15.9M | 7.1% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $13.9M | 6.2% | |
| FIDELITY CONTRAFUND K6 | Registered Investment Companies | — | — | $13.8M | 6.1% | |
| INVESCO STABLE VALUE A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $12.8M | 5.7% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $12.5M | 5.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $11.0M | 4.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $9.4M | 4.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $9.1M | 4.1% | |
| VAN MID-CAP INDEX - INST | Registered Investment Companies | — | — | $7.4M | 3.3% | |
| VAN TOTAL BOND MKT IDX - INST | Registered Investment Companies | — | — | $7.4M | 3.3% | |
| T ROWE PRICE MID CAP VALUE I | Registered Investment Companies | — | — | $7.0M | 3.1% | |
| LOOMIS SAYLES SM CP VL N | Registered Investment Companies | — | — | $6.7M | 3.0% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $6.3M | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $6.1M | 2.7% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $6.0M | 2.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $4.6M | 2.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $4.4M | 2.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $4.0M | 1.8% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $3.3M | 1.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $3.0M | 1.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $1.3M | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $1.3M | 0.6% |