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Original filing (PDF)20251014152349NAL0006566434001
ARK DATA CENTERS, LLC
Form 5500
FILING_RECEIVED
ARK DATA CENTERS, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
187
Accounts w/ balance
232
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARK DATA CENTERS, LLC.
Plan sponsor
Name
ARK DATA CENTERS, LLC
EIN
26-0610499
Address
460 12TH AVE. SE · CEDAR RAPIDS, IA · 52401
Phone
(319) 261-3000
Industry
Professional & Technical 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORGE FINANCIAL AND MANAGEMENT CONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | CHICAGO, IL | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXECUTIVE BENEFIT SERVICES INC | 52-1473914 | CEDAR RAPIDS, IA | THIRD PARTY ADMINISTRATO | $0 | — |
Investments
35 direct securities · 1 pooled fund· $45.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$23.1M
35 holdings
Pooled Separate Account
$22.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNTS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $22.7M | 98.2% | |
| Voya Vanguard U.S. Growth Fund Admiral N/A | — | — | — | $3.5M | 15.2% | |
| Voya Fidelity Total Market Index Fund N/A | — | — | — | $3.4M | 14.9% | |
| Voya Index Solution 2045 Portfolio Class Z N/A | — | — | — | $1.9M | 8.1% | |
| Voya T. Rowe Price Capital Appreciation Portfolio R6 N/A | — | — | — | $1.9M | 8.0% | |
| Voya Mid Cap Opportunity Portfolio R6 N/A | — | — | — | $1.3M | 5.5% | |
| Voya Index Solution 2035 Portfolio Class Z N/A | — | — | — | $1.2M | 5.2% | |
| Voya JPMorgan U.S. Research Enhanced Equity R6 N/A | — | — | — | $1.2M | 5.1% | |
| Voya Index Solution 2055 Portfolio Class Z N/A | — | — | — | $1.1M | 4.7% | |
| Voya Vanguard Windsor II Fund Admiral N/A | — | — | — | $1.0M | 4.3% | |
| Voya Index Solution 2050 Portfolio Class Z N/A | — | — | — | $911K | 3.9% | |
| Voya AB Small Cap Growth Portfolio Z N/A | — | — | — | $885K | 3.8% | |
| Voya American Funds New Prospective R6 N/A | — | — | — | $522K | 2.3% | |
| Voya Vanguard Mid Cap VI Index Fund Admiral N/A | — | — | — | $488K | 2.1% | |
| Voya Vanguard Mid Cap Index Fund Admiral N/A | — | — | — | $465K | 2.0% | |
| Voya Index Solution 2040 Portfolio Class Z N/A | — | — | — | $457K | 2.0% | |
| Voya Government Money Market Fund Class A N/A 439 * Voya Index Solution 2025 Portfolio Class Z N/A | — | — | — | $437K | 1.9% | |
| Voya Vanguard LifeStrategy Growth Fund Investor Shares N/A | — | — | — | $372K | 1.6% | |
| Voya PGIM High Yield Fund R6 N/A | — | — | — | $322K | 1.4% | |
| Voya Index Solution 2060 Portfolio Class Z N/A | — | — | — | $314K | 1.4% | |
| Voya Fixed Accounts N/A | — | — | — | $294K | 1.3% | |
| Voya American Century Small Cap Value Fund R6 N/A | — | — | — | $279K | 1.2% | |
| Voya Victory Core Pl Inter Bnd R6 N/A | — | — | — | $136K | 0.6% | |
| Voya Fidelity Small Market Cap Index Fund N/A | — | — | — | $136K | 0.6% | |
| Voya Index Solution 2030 Portfolio Class Z N/A | — | — | — | $130K | 0.6% | |
| Plan Sponsor Notes receivable from participants, interest rates ranging from 4.75%-10.00% | — | — | — | $126K | 0.5% | |
| Voya Index Solution Income Portfolio Class Z N/A | — | — | — | $116K | 0.5% | |
| Voya American Funds Bond Fd Am R6 N/A | — | — | — | $115K | 0.5% | |
| Voya Index Solution 2065 Portfolio Class Z N/A | — | — | — | $78K | 0.3% | |
| Voya TIAA-CREF Real Estate Securities Fund N/A | — | — | — | $49K | 0.2% | |
| Voya Vanguard International Growth Fund R6 N/A | — | — | — | $18K | <0.1% | |
| Voya Vanguard LifeStrategy Mid Cap Growth Fund Investor Shares N/A | — | — | — | $11K | <0.1% | |
| Voya Schwab Fundamental International Large Company Index N/A | — | — | — | $9K | <0.1% | |
| Voya Vanguard FTSE All-World ex-US Index Fund Admiral Shares N/A | — | — | — | $6K | <0.1% | |
| Voya DFA Infl-Prot Sec Port Ins N/A | — | — | — | $4K | <0.1% | |
| Voya BrandywineGLOBAL Glb Opp Bd IS N/A | — | — | — | $3K | <0.1% |
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