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Original filing (PDF)20251015124331NAL0009643090001
ACENDA, INC.
Form 5500
FILING_RECEIVED
ACENDA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
573
Accounts w/ balance
802
Plan assets (EOY)
$33.5M
Net assets (EOY)
$33.5M
How this plan invests
This plan
21 pooled trusts
Schedule D
35 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACENDA, INC..
Plan sponsor
Name
ACENDA, INC.
EIN
23-7001477
Address
42 DELSEA DRIVE SOUTH · GLASSBORO, NJ · 080282621
Phone
(844) 422-3632
Industry
Health Care & Social Assistancesee all
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
2025-10-15
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
DAVIDSON, DOYLE & HILTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $82K | — |
Investments
22 direct securities · 21 pooled funds· $35.9M(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.
Pooled Separate Account
$32.0M
21 holdings
Uncategorized
$3.9M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $0 | $4.3M | 12.9% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $4.0M | 11.9% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $0 | $3.8M | 11.4% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $0 | $3.7M | 11.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $3.7M | 11.0% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $3.7M | 10.9% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | $0 | $2.5M | 7.5% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $1.4M | 4.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.3M | 4.0% | |
| Prin LifeTime 2015 Sep Acct-Z | — | — | $0 | $1.3M | 4.0% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $1.3M | 4.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $621K | 1.9% | |
| Prin Core Fix Inc Sep Acct-Z | — | — | $0 | $374K | 1.1% | |
| Prin LargeCap Growth I SA-Z | — | — | $0 | $370K | 1.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $370K | 1.1% | |
| Participant Loans | — | — | — | $359K | 1.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | $0 | $326K | 1.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | $0 | $289K | 0.9% | |
| PIMCO Glbl Bd (USD-Hdg) I Fd | — | — | $0 | $218K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $218K | 0.6% | |
| Prin Equity Income SA-Z | — | — | $0 | $176K | 0.5% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $145K | 0.4% | |
| Principal Guaranteed Option | — | — | $0 | $145K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $142K | 0.4% | |
| PRIN FIXED INC GUAR OPTION | — | — | $0 | $142K | 0.4% | |
| JanusHenderson Triton N | — | — | $0 | $137K | 0.4% | |
| Vgd Infl-Prot Sec Adm Fund | — | — | $0 | $119K | 0.4% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | $0 | $112K | 0.3% | |
| FED HERMES MDT MD CP GR R6 FD | — | — | $0 | $94K | 0.3% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $94K | 0.3% | |
| Prin Real Estate Secs SA-Z | — | — | $0 | $68K | 0.2% | |
| Am Fd Intl Growth & Inc R6 Fd | — | — | $0 | $58K | 0.2% | |
| Vanguard MidCap Val Idx Adm Fd | — | — | $0 | $42K | 0.1% | |
| Vanguard Intl Value Inv Fund | — | — | $0 | $39K | 0.1% | |
| Prin MidCap S&P 400 Idx SA-Z | — | — | $0 | $37K | 0.1% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $30K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $10K | <0.1% | |
| Prin LifeTime 2065 Sep Acct-Z | — | — | $0 | $10K | <0.1% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | $0 | $8K | <0.1% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $4K | <0.1% | |
| CALVERT BALANCED I FUND | — | — | $0 | $4K | <0.1% | |
| American Funds NewPrsp R6 Fnd | — | — | $0 | $3K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $431 | <0.1% |
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