Original filing (PDF)20251014122931NAL0003939392001

ARLA Foods, Inc.

Name: ARLA Foods, Inc. — ARLA Foods, Inc. 401(k) Plan, Form 5500 (2024)
Creator: ARLA Foods, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ARLA Foods, Inc. 401(k) Plan

401(k) retirement plan · ARLA Foods, Inc.'s ARLA Foods, Inc. 401(k) Plan held $21.2M in plan assets for 323 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

323

Accounts w/ balance

421

Plan assets (EOY)

$21.2M

Net assets (EOY)

$21.2M

How this plan invests

This plan

1 pooled trust

Schedule D

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARLA FOODS, INC..

Plan sponsor

Name

ARLA FOODS, INC.

EIN

22-1908494all filings

Address

106 ALLEN ROAD, 4TH FLOOR · BASKING RIDGE, NJ · 07920

Phone

(908) 542-2351

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$40K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
HAWKINS ASH CPAS	—	GREEN BAY, WI	NONE	$9K	—

Investments

49 direct securities · 1 pooled fund· $21.6M(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.

Other securities

$8.0M

21 holdings

Mutual Funds

$7.4M

18 holdings

Common Collective Trusts

$4.6M

3 holdings

Common Stocks

$435K

2 holdings

Common Collective Trust

$397K

1 holding

Stable Value

$397K

2 holdings

U.S. Treasuries

$368K

3 holdings

					% of plan
iShares S&P 500 Index Instl iShares 0	Common Collective Trusts	—	—	$4.1M	19.2%
T. Rowe Price All-Cap Opport I T. Rowe Price 0	Other securities	—	—	$2.1M	10.0%
GM Fidelity Advisor Total Bond Z Fidelity 0	Mutual Funds	—	—	$1.5M	7.1%
Vanguard Total World Stock Index Adm Vanguard 0	Mutual Funds	—	—	$1.2M	5.8%
GM iShares MSCI EAFE Intl Index Inv A iShares 0	Other securities	—	—	$866K	4.1%
GM Columbia Dividend Income A Columbia 0	Other securities	—	—	$787K	3.7%
American Funds Trgt Date Ret 2045 R4 American Funds 0	Mutual Funds	—	—	$775K	3.7%
American Funds Trgt Date Ret 2030 R4 American Funds 0	Mutual Funds	—	—	$596K	2.8%
Columbia Select Mid Cap Value A Columbia 0	Other securities	—	—	$575K	2.7%
GM Calvert Global Water Fund A Calvert 0 3 MFS International Growth R4 MFS 0	Mutual Funds	—	—	$567K	2.7%
American Funds Capital Inc Bldr R4 American Funds 0	Mutual Funds	—	—	$549K	2.6%
American Funds Trgt Date Ret 2050 R4 American Funds 0	Mutual Funds	—	—	$524K	2.5%
GM Vanguard Total World Stock Index Adm Vanguard 0 2 Fidelity Advisor Total Bond Z Fidelity 0	Mutual Funds	—	—	$477K	2.2%
GM Columbia Select Mid Cap Value A Columbia 0	Other securities	—	—	$442K	2.1%
GM First Eagle Global A First Eagle 0	Other securities	—	—	$417K	2.0%
INVESCO STABLE VALUE RETIREMENT CL INVESCO · EIN 27-3868124 / PN 001	Common Collective Trust	—	—	$397K	1.9%
American Funds American Balanced R4 American Funds 0	Mutual Funds	—	—	$388K	1.8%
GM T. Rowe Price All-Cap Opport I T. Rowe Price 0	Other securities	—	—	$383K	1.8%
American Funds Trgt Date Ret 2040 R4 American Funds 0	Mutual Funds	—	—	$376K	1.8%
GM American Century Infl Adj Bond A American Century 0	Other securities	—	—	$367K	1.7%
GM Seafarer Overseas Growth and Inc Inst Seafarer 0	Common Stocks	—	—	$346K	1.6%
GM iShares S&P 500 Index Instl iShares 0	Common Collective Trusts	—	—	$317K	1.5%
Congress Mid Cap Growth Instl Congress 0	Other securities	—	—	$298K	1.4%
GM Congress Mid Cap Growth Instl Congress 0	Other securities	—	—	$290K	1.4%
Invesco Stable Value Retirement Fund Cl Invesco 0	Stable Value	—	—	$284K	1.3%
First Eagle Global A First Eagle 0	Other securities	—	—	$271K	1.3%
GM Lord Abbett Bond Debenture R4 Lord Abbett 0	U.S. Treasuries	—	—	$267K	1.3%
GM American Century Small Cap Value American Century 0	Other securities	—	—	$233K	1.1%
Columbia Mid Cap Index A Columbia 0	Other securities	—	—	$212K	1.0%
Wasatch Small Cap Growth Instl Wasatch 0	Other securities	—	—	$198K	0.9%
iShares Russell 2000 SmCap Ind Inv A iShares 0	Common Collective Trusts	—	—	$186K	0.9%
GM Wasatch Small Cap Growth Instl Wasatch 0	Other securities	—	—	$155K	0.7%
iShares MSCI EAFE Intl Index Inv A iShares 0	Other securities	—	—	$151K	0.7%
GM PIMCO CommoditiesPLUS Strategy A PIMCO 0	Mutual Funds	—	—	$149K	0.7%
American Funds Trgt Date Ret 2035 R4 American Funds 0	Mutual Funds	—	—	$141K	0.7%
American Century Small Cap Value A American Century 0	Other securities	—	—	$121K	0.6%
GM Invesco Stable Value Retirement Fund Invesco 0	Stable Value	—	—	$113K	0.5%
Seafarer Overseas Growth and Inc Instl Seafarer 0	Common Stocks	—	—	$89K	0.4%
Lord Abbett Bond Debenture R4 Lord Abbett 0	U.S. Treasuries	—	—	$70K	0.3%
American Funds Trgt Date Ret 2020 R4 American Funds 0	Mutual Funds	—	—	$68K	0.3%
Columbia Dividend Income A Columbia 0	Other securities	—	—	$52K	0.2%
Mirova Global Megatrends Y Mirova 0	Other securities	—	—	$47K	0.2%
American Century Infl Adj Bond A American Century 0	Other securities	—	—	$35K	0.2%
BrandywineGLOBAL Global Opport Bond A Brandywine 0	U.S. Treasuries	—	—	$30K	0.1%
American Funds Trgt Date Ret 2065 R4 American Funds 0	Mutual Funds	—	—	$25K	0.1%
American Funds Trgt Date Ret 2025 R4 American Funds 0	Mutual Funds	—	—	$15K	<0.1%
American Funds Trgt Date Ret 2055 R4 American Funds 0	Mutual Funds	—	—	$13K	<0.1%
PIMCO CommoditiesPLUS Strategy A PIMCO 0	Mutual Funds	—	—	$12K	<0.1%
American Funds Trgt Date Ret 2060 R4 American Funds 0	Mutual Funds	—	—	$8K	<0.1%
Calvert Global Water Fund A Calvert 0	Other securities	—	—	$4K	<0.1%