Michael Kelsey signed Arxada, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arxada, LLC's EIN is 13-5665861.
Download the official 2024 Form 5500 (PDF) for Arxada, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arxada, 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 | $171K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OGLETREE, DEAKINS, NASH SMOAK & STE |
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 | |||||
|---|---|---|---|---|---|---|
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 57-1044820 |
| — |
| CONSULTANT |
| $9K |
| — |
| DIMEO SCHNEIDER & ASSOCIATES, LLC | 36-4001764 | — | CONSULTANT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WISS & COMPANY LLP | 22-1732349 | — | ACCOUNTANT | $23K | — |
