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Original filing (PDF)20251003070710NAL0001143809001
SQUARE MANAGEMENT ASSOCIATES
Form 5500
FILING_RECEIVED
ARDC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
683
Accounts w/ balance
496
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SQUARE MANAGEMENT ASSOCIATES.
Plan sponsor
Name
SQUARE MANAGEMENT ASSOCIATES
EIN
22-3088244
Address
90 WOODBRIDGE CENTER DR., SUITE 600 · WOODBRIDGE, NJ · 07095
Phone
(732) 750-1111
Industry
Real Estatesee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
WITHUM SMITH + BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $10K | — |
Investments
26 direct securities · 1 pooled fund· $4.4M(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.
Uncategorized
$4.3M
26 holdings
Common Collective Trust
$70K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $590K | 13.4% | |
| American Funds 2045 Target Date Retire - R6 | — | — | — | $528K | 12.0% | |
| American Funds 2040 Target Date Retire - R6 | — | — | — | $519K | 11.8% | |
| American Funds 2030 Target Date Retire - R6 | — | — | — | $512K | 11.6% | |
| American Funds 2035 Target Date Retire - R6 | — | — | — | $453K | 10.3% | |
| American Funds 2050 Target Date Retire - R6 | — | — | — | $354K | 8.0% | |
| American Funds 2025 Target Date Retire - R6 | — | — | — | $353K | 8.0% | |
| American Funds 2055 Target Date Retire - R6 | — | — | — | $184K | 4.2% | |
| American Funds 2060 Target Date Retire - R6 | — | — | — | $151K | 3.4% | |
| Principal Blue Chip R-6 | — | — | — | $130K | 3.0% | |
| American Funds 2065 Target Date Retire - R6 | — | — | — | $94K | 2.1% | |
| Fidelity U.S. Bond Index | — | — | — | $92K | 2.1% | |
| METLIFE STABLE VALUE 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $70K | 1.6% | |
| Fidelity International Index Fund | — | — | — | $60K | 1.4% | |
| American Funds 2020 Target Date Retire - R6 | — | — | — | $52K | 1.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $47K | 1.1% | |
| American Funds 2015 Target Date Retire - R6 | — | — | — | $39K | 0.9% | |
| MFS Mid Cap Growth R5 | — | — | — | $38K | 0.9% | |
| Notes Receivable from Interest rates of 8.50% to 9.50% maturing | — | — | — | $36K | 0.8% | |
| Fidelity Small Cap Index Fund Instl Premium CL | — | — | — | $33K | 0.7% | |
| Putnam Large Cap Value Fund Class R6 | — | — | — | $30K | 0.7% | |
| Fidelity Small Cap Growth Index | — | — | — | $22K | 0.5% | |
| MFS International Diversification Fund Class R6 | — | — | — | $7K | 0.2% | |
| MFS Mid Cap Value R6 | — | — | — | $6K | 0.1% | |
| Wells Fargo Special Small Cap Value Fund - Class R6 | — | — | — | $5K | 0.1% | |
| Fidelity Government Money Market | — | — | — | $4K | <0.1% | |
| Fidelity Advisor Total Bond Fund Class Z | — | — | — | $1K | <0.1% |
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