Back to filter
Original filing (PDF)20251014060019NAL0001054355001
ARKOSE LABS INC.
Form 5500
FILING_RECEIVED
ARKOSE LABS INC. 401(K) PLAN
401(k) retirement plan
Active participants
57
Accounts w/ balance
107
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARKOSE LABS INC..
Plan sponsor
Name
ARKOSE LABS INC.
EIN
32-0538594
Address
400 CONCAR DRIVE, CO WEWORK · SAN MATEO, CA · 94402
Phone
(415) 900-9509
Industry
Software Publishers· Information / Tech / Mediasee 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
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
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
Investments
24 direct securities · 1 pooled fund· $4.5M(99% 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.
Registered Investment Companies
$4.3M
24 holdings
Common Collective Trust
$186K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $915K | 20.0% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $576K | 12.6% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $425K | 9.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $380K | 8.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $354K | 7.7% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $326K | 7.1% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $321K | 7.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $186K | 4.1% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $165K | 3.6% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $163K | 3.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $103K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $88K | 1.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $84K | 1.8% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $82K | 1.8% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $81K | 1.8% | |
| DFA COMMODITY STRAT PORT INST 933 REGISTERED INVESTMENT COMPANY JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $59K | 1.3% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $50K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $46K | 1.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $39K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $25K | 0.5% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $19K | 0.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $16K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $14K | 0.3% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $9K | 0.2% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Software Publishers plans
MEGA NA INC.
MEGA NA INC. 401(K) PLAN
$4.6M · 23 participants
DATABASICS, INC.
DATABASICS 401(K) PLAN
$4.6M · 28 participants
SMARTCAR, INC.
SMARTCAR 401(K) PLAN
$4.5M · 50 participants
LATTICE, INC.
LATTICE, INC. 401(K) PROFIT SHARING PLAN
$4.6M · 7 participants
PHIL INC.
PHIL 401(K) PLAN
$4.6M · 227 participants
PLATO ELEARNING LLC
ELB 401(K) PLAN
$4.5M · 100 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B