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Original filing (PDF)20251015125415NAL0006317152001
THE ARCHWAY PROGRAMS
Form 5500
FILING_RECEIVED
THE ARCHWAY PROGRAMS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
38% in single holdingNo recordkeeper disclosed
Active participants
432
Accounts w/ balance
526
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
81
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2030 Mutual Fund" is 38% of plan.
- 58 bps in Schedule C fees — 99% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ARCHWAY PROGRAMS.
Plan sponsor
Name
THE ARCHWAY PROGRAMS
EIN
22-2401037
Address
280 JACKSON RD · ATCO, NJ · 080041645
Phone
(856) 767-5757
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
THE MERCADIEN GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMINISTRATIVE SVCS | 16-1503696 | — | NONE | $56K | — |
| INNOVATIVE INVSTMNT FIDUCIARIES | 45-3764090 | — | NONE | $34K | — |
Investments
27 direct securities · 1 pooled fund· $15.1M(97% 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.
Uncategorized
$14.7M
27 holdings
Common Collective Trust
$328K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $5.7M | 36.7% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $2.0M | 12.7% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $1.9M | 12.4% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $1.8M | 11.4% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $968K | 6.2% | |
| Vanguard Tgt Retiremt Income Mutual Fund | — | — | — | $484K | 3.1% | |
| Notes receivable from participants January 2045) | — | — | — | $332K | 2.1% | |
| METLIFE STABLE VALUE FUND METROPOLITAN LIFE INSURANCE COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $328K | 2.1% | |
| Franklin Growth Advisor Mutual Fund | — | — | — | $213K | 1.4% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $188K | 1.2% | |
| Baron Discovery Fund R6 Mutual Fund | — | — | — | $182K | 1.2% | |
| Vanguard Mid-Cap Index Admiral Mutual Fund | — | — | — | $142K | 0.9% | |
| Vanguard Small-Cap Index Admiral Mutual Fund | — | — | — | $113K | 0.7% | |
| Buffalo International Inv Mutual Fund | — | — | — | $109K | 0.7% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $97K | 0.6% | |
| Hartford Dividend & Growth R6 Mutual Fund | — | — | — | $93K | 0.6% | |
| Blackrock Inflation Protected Bond Mutual Fund | — | — | — | $84K | 0.5% | |
| Macquarie Mid Cap Growth I Mutual Fund | — | — | — | $73K | 0.5% | |
| Massmutual Overseas I Mutual Fund | — | — | — | $72K | 0.5% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $55K | 0.4% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $43K | 0.3% | |
| American Funds NW Perspective R6 Mutual Fund | — | — | — | $28K | 0.2% | |
| JP Morgan Core Plus Bond R6 Mutual Fund | — | — | — | $16K | 0.1% | |
| Schwab Fdmt Intl Eqty Index I Mutual Fund | — | — | — | $7K | <0.1% | |
| Cohen & Steers Real Estate SEC A Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Total Bond Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Intermediate Term US Treasury Mutual Fund | — | — | — | $5K | <0.1% | |
| MFS Growth Allocation R3 Mutual Fund | — | — | — | $4K | <0.1% |