GREG Mortenson signed Arcadia Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arcadia Management, Inc.'s EIN is 20-1448338.
Download the official 2024 Form 5500 (PDF) for Arcadia Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arcadia Management, Inc.'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 | $18K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | 48-1305000 |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $1.6M | 27.2% | |
| PUTNAM STABLE VALUE FUND 75 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $970K | 16.8% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $535K | 9.2% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $440K | 7.6% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $305K | 5.3% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $291K | 5.0% | |
| PGIM JENNISON SMALL COMPANY R2 | Registered Investment Companies | — | — | $225K | 3.9% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $164K | 2.8% | |
| MFS VALUE FUND - R2 | Registered Investment Companies | — | — | $147K | 2.5% | |
| AMERICAN CENT SM CAP VAL - A | Registered Investment Companies | — | — | $144K | 2.5% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $122K | 2.1% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $107K | 1.9% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $107K | 1.9% | |
| WESTERN ASSET CORE PLUS BOND A | Registered Investment Companies | — | — | $75K | 1.3% | |
| PUTNAM HIGH YIELD A | Registered Investment Companies | — | — | $68K | 1.2% | |
| MFS GROWTH R3 | Registered Investment Companies | — | — | $65K | 1.1% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $62K | 1.1% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $55K | 1.0% | |
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $51K | 0.9% | |
| BLK REAL ESTATE SECUR - SVC | Registered Investment Companies | — | — | $45K | 0.8% | |
| AMERCENT HERITAGE FUND - A | Registered Investment Companies | — | — | $43K | 0.7% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $22K | 0.4% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $18K | 0.3% | |
| THORNBURG LTD TERM INCOME - R4 | Registered Investment Companies | — | — | $15K | 0.3% | |
| HARTFORD DIVIDEND & GROWTH -R4 | Registered Investment Companies | — | — | $6K | <0.1% | |
| COLUMBIA BALANCED A | Registered Investment Companies | — | — | $5K | <0.1% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $5K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $13K |
| — |
