Sarah Clarke signed Arcadia Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arcadia Solutions, LLC's EIN is 20-8835152.
Download the official 2024 Form 5500 (PDF) for Arcadia Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arcadia Solutions, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $58K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $8.2M | 17.2% | |
| PUTNAM RETIRE ADV 2055 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $6.4M | 13.5% | |
| PUTNAM RETIRE ADV 2050 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $5.5M | 11.6% | |
| PUTNAM RETIRE ADV 2045 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $5.3M | 11.2% | |
| PUTNAM RETIRE ADV 2060 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $3.6M | 7.6% | |
| Fidelity Contrafund K6 Fund N/R | Mutual Funds | — | — | $3.0M | 6.2% | |
| PUTNAM RETIRE ADV 2035 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $2.2M | 4.6% | |
| PUTNAM RETIRE ADV 2040 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.6M | 3.4% | |
| Fidelity Large Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $1.0M | 2.2% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $956K | 2.0% | |
| Vanguard Developed Markets Index Admiral Fund N/R | Mutual Funds | — | — | $830K | 1.7% | |
| Great Gray Great Gray EuroPacific Growth Trust Class R1 N/R | Other securities | — | — | $791K | 1.7% | |
| GREATGRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $791K | 1.7% | |
| MetLife Stable Value Fund Series 25053 Cl 0 N/R | Stable Value | — | — | $789K | 1.7% | |
| PUTNAM RETIRE ADV 2065 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $724K | 1.5% | |
| Vanguard Small Cap Growth Index Admiral Fund N/R | Mutual Funds | — | — | $715K | 1.5% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $694K | 1.5% | |
| PUTNAM RETIREMT ADV MATURITY X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $659K | 1.4% | |
| PUTNAM RETIRE ADV 2030 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $656K | 1.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $585K | 1.2% | |
| Principal Mid Cap S&P 400 Index Sep Acct N/R | Pooled Separate Accounts | — | — | $494K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $494K | 1.0% | |
| Vanguard Small Cap Value Index Admiral Fund N/R | Mutual Funds | — | — | $478K | 1.0% | |
| Fidelity Advantage Total Bond Z Fund N/R | Mutual Funds | — | — | $445K | 0.9% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth I Fund N/R | Other securities | — | — | $409K | 0.9% | |
| Vanguard Total Bond Market Index Admin Fund N/R | Mutual Funds | — | — | $402K | 0.8% | |
| MassMutual High Yield I Fund N/R | Other securities | — | — | $361K | 0.8% | |
| American Funds American Funds New World Fund R6 N/R | Mutual Funds | — | — | $282K | 0.6% | |
| Participant Loans Notes receivable from participants, with interest $0 | Participant loans | — | — | $218K | 0.5% | |
| Columbia Contrarian Core I3 N/R | Other securities | — | — | $200K | 0.4% | |
| JP Morgan JP Morgan Small Cap Equity R6 N/R | Other securities | — | — | $196K | 0.4% | |
| PUTNAM RETIRE ADV 2025 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $177K | 0.4% | |
| American Century American Century Mid Cap Value Fund R6 N/R | Other securities | — | — | $175K | 0.4% | |
| Vanguard Inflation Protected Secs Admiral Class Fund N/R | Mutual Funds | — | — | $47K | <0.1% | |
| (E) | Other securities | — | — | $47K | <0.1% | |
| Vanguard Federal Money Market Investor Fund N/R | Mutual Funds | — | — | $1K | <0.1% | |
| PUTNAM LG CP VAL TRST II U GREAT GRAY TRUST COMPANY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $0 | <0.1% |
