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Original filing (PDF)20251015101308NAL0005765248001
ARCHBOLD EXPEDITIONS, INC.
Form 5500
FILING_RECEIVED
ARCHBOLD EXPEDITIONS, INC. RETIREMENT PLAN
403(b) retirement plan
Active participants
46
Accounts w/ balance
127
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
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 (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCHBOLD EXPEDITIONS, INC..
Plan sponsor
Name
ARCHBOLD EXPEDITIONS, INC.
EIN
23-6400408
Address
123 MAIN DRIVE · VENUS, FL · 33960
Phone
(863) 414-5141
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
KELLY PARTNERS + FRS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KELLY PARTNERS + FRS, LLC | 99-4124805 | — | NONE | $9K | — |
| TIAA | 13-1624203 | — | NONE | $1K | — |
Investments
48 direct securities · 1 pooled fund· $9.0M(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
$8.7M
48 holdings
Pooled Separate Account
$320K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional Non Benefit Responsive a | — | — | — | $1.6M | 18.2% | |
| TIAA-CREF CREF Global Equities R1 a | — | — | — | $1.2M | 13.6% | |
| TIAA-CREF CREF Stock R1 a | — | — | — | $1.0M | 11.2% | |
| TIAA-CREF CREF Social Choice R1 a | — | — | — | $779K | 8.6% | |
| TIAA-CREF CREF Growth R1 a | — | — | — | $750K | 8.3% | |
| TIAA-CREF TIAA Access Nuv Intl Equity T4 a | — | — | — | $380K | 4.2% | |
| TIAA-CREF TIAA Traditional Benefit Responsive a | — | — | — | $327K | 3.6% | |
| TIAA-CREF CREF Equity Index R1 a | — | — | — | $326K | 3.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $320K | 3.5% | |
| TIAA-CREF TIAA Access Nuv Mid Cap Val T4 a | — | — | — | $199K | 2.2% | |
| TIAA-CREF TIAA Access Nuv Qt Sm Cp Eq T4 a | — | — | — | $168K | 1.9% | |
| TIAA-CREF TIAA Access Nuv Lrg Cap Val T4 a | — | — | — | $142K | 1.6% | |
| Plan Number: 003 (continued from previous page) Nuveen LfCycle Ix 2030 R6 a | — | — | — | $120K | 1.3% | |
| TIAA-CREF TIAA Traditional Non Benefit Responsive 2 a | — | — | — | $115K | 1.3% | |
| Nuveen LfCycle Ix 2040 R6 a 123 Nuveen LfCycle Ix 2045 R6 a | — | — | — | $110K | 1.2% | |
| TIAA-CREF CREF Core Bond R1 a | — | — | — | $105K | 1.2% | |
| Nuveen LfCycle Ix 2055 R6 a | — | — | — | $101K | 1.1% | |
| TIAA-CREF TIAA Access Nuv Money Mkt T4 a - * TIAA-CREF TIAA Access Nuv RlEstSecSel T4 a | — | — | — | $98K | 1.1% | |
| Nuveen LfCycle Ix 2050 R6 a | — | — | — | $97K | 1.1% | |
| TIAA-CREF CREF Inflation-Linked Bond R1 a | — | — | — | $94K | 1.0% | |
| John Hancock JHancock Bond R6 a | — | — | — | $91K | 1.0% | |
| Nuveen S&P 500 Index R6 a | — | — | — | $80K | 0.9% | |
| Putnam Large Cap Value Fund R6 a | — | — | — | $79K | 0.9% | |
| Nuveen Internatl Eq Idx R6 a | — | — | — | $76K | 0.8% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2045 T4 a | — | — | — | $70K | 0.8% | |
| TIAA-CREF TIAA Access Nuv Core Equity T4 a | — | — | — | $57K | 0.6% | |
| TIAA-CREF TIAA Access Nuv Lrg Cap Gr T4 a | — | — | — | $54K | 0.6% | |
| TIAA-CREF TIAA Access Nuv LgCp Res Eq T4 a | — | — | — | $53K | 0.6% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2050 T4 a | — | — | — | $48K | 0.5% | |
| TIAA-CREF TIAA Access Nuv Mid Cap Grw T4 a | — | — | — | $40K | 0.4% | |
| TIAA-CREF CREF Money Market R1 a | — | — | — | $39K | 0.4% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2030 T4 a | — | — | — | $32K | 0.4% | |
| TIAA-CREF TIAA Access Nuv Sm Cp Bl Ix T4 a | — | — | — | $25K | 0.3% | |
| American Century American Cent MdCpVa Fd Cla R6 a | — | — | — | $22K | 0.2% | |
| TIAA-CREF TIAA Stable Value a | — | — | — | $19K | 0.2% | |
| Nuveen LfCycle Ix 2035 R6 a | — | — | — | $19K | 0.2% | |
| Hartford International Stk SDR a | — | — | — | $18K | 0.2% | |
| Allspring Spec SmallCap Val R6 a 47 American Century American Century Sm Cap Grw R6 a | — | — | — | $16K | 0.2% | |
| Nuveen Small Cap Bld Idx R6 a | — | — | — | $13K | 0.1% | |
| Nuveen LfCycle Ix 2025 R6 a | — | — | — | $12K | 0.1% | |
| Janus Henderson Janus Henderson Enterprise N a | — | — | — | $12K | 0.1% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2040 T4 a | — | — | — | $10K | 0.1% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2055 T4 a | — | — | — | $9K | <0.1% | |
| Nuveen LfCycle Ix 2060 R6 a | — | — | — | $8K | <0.1% | |
| TIAA-CREF TIAA Traditional Benefit Responsive 2 a | — | — | — | $5K | <0.1% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2060 T4 a | — | — | — | $3K | <0.1% | |
| Nuveen LfCycle Ix 2020 R6 a | — | — | — | $2K | <0.1% | |
| TIAA-CREF TIAA Access Nuv Core Pl Bd T4 a 11 * TIAA-CREF TIAA Access Nuv Equity Idx T4 a | — | — | — | $2K | <0.1% | |
| AllianceBernstein AB Large Cap Growth Fund Z a | — | — | — | $1K | <0.1% |
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