Original filing (PDF)20251015101203NAL0004549057001

ARCADIA POWER

Name: ARCADIA POWER — ARCADIA POWER 401(K) PLAN, Form 5500 (2024)
Creator: ARCADIA POWER

Form 5500

FILING_RECEIVED

ARCADIA POWER 401(K) PLAN

401(k) retirement plan

Signals · 1

27% in single holding

Active participants

191

Accounts w/ balance

371

Plan assets (EOY)

$19.4M

Net assets (EOY)

$19.4M

How this plan invests

This plan

47 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Vanguard Vanguard Total Stock Market ETF" is 27% of plan.

Helping the score

Below-peer total fees (19 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCADIA POWER.

Plan sponsor

Name

ARCADIA POWER

EIN

46-3043513

Address

555 11TH ST NW · SUITE 400 · WASHINGTON, DC · 20004

Phone

(866) 526-0083

Industry

Utilitiessee 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

2025-10-15

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

CROWE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BETTERMENT FOR BUSINESS, LLC	47-4872674	NEW YORK, NY	RECORDKEEPER	$37K	—

Investments

46 direct securities· $19.3M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total Stock Market ETF	—	—	—	$5.2M	26.9%
Vanguard FTSE Developed Markets ETF	—	—	—	$3.9M	19.9%
State Street SPDR Portfolio Europe ETF ** 399 State Street SPDR Portfolio S&P 500 ETF	—	—	—	$2.5M	13.1%
Vanguard FTSE Emerging Markets ETF	—	—	—	$1.3M	6.9%
iShares Core Total US Bond Market ETF	—	—	—	$1.2M	6.3%
State Street SPDR Portfolio S&P 400 Mid Cap	—	—	—	$896K	4.6%
State Street SPDR Portfolio S&P 600 Small Cap ETF	—	—	—	$687K	3.5%
iShares MSCI ACWI Low Carbon Target ETF	—	—	—	$654K	3.4%
Goldman Sachs Goldman Sachs ActiveBeta US Large Cap Equity	—	—	—	$290K	1.5%
Vanguard US Large-Cap Growth Equity ETF ** 844 Vanguard Total International Bond ETF	—	—	—	$284K	1.5%
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF	—	—	—	$280K	1.4%
iShares Emerging Markets USD Bond ETF	—	—	—	$273K	1.4%
iShares ESG Aware MSCI USA ETF	—	—	—	$273K	1.4%
State Street SPDR MSCI EAFE Fossil Fuel Free ETF	—	—	—	$182K	0.9%
iShares Core S&P 500 ETF ** 301 iShares ESG Aware MSCI EAFE ETF	—	—	—	$172K	0.9%
iShares USD Green Bond ETF	—	—	—	$136K	0.7%
Vanguard Value ETF	—	—	—	$127K	0.7%
TCW Transform 500 ETF	—	—	—	$125K	0.6%
iShares National AMT-Free Muni Bond ETF ** 169 iShares ESG Aware MSCI USA Small-Cap ETF	—	—	—	$100K	0.5%
State Street SPDR S&P Kensho New Economies Composite ETF	—	—	—	$82K	0.4%
Exchange Traded Funds State Street SPDR MSCI Emerging Markets Fossil Fuel Free ETF	—	—	—	$78K	0.4%
iShares ESG Aware MSCI Emerging Markets ETF	—	—	—	$76K	0.4%
Vanguard Small-Cap Value ETF	—	—	—	$52K	0.3%
Vanguard Mid-Cap Value ETF	—	—	—	$51K	0.3%
Goldman Sachs Goldman Sachs ActiveBeta International Equity	—	—	—	$48K	0.2%
Goldman Sachs Goldman Sachs ActiveBeta Europe Equity ETF	—	—	—	$40K	0.2%
Invesco Emerging Markets Sovereign Debt ETF 16 Invesco QQQ Trust 743 iShares 0-5 Year TIPS Bond ETF	—	—	—	$38K	0.2%
iShares ESG Aware U.S. Aggregate Bond ETF	—	—	—	$29K	0.1%
Goldman Sachs Goldman Sachs ActiveBeta Emerging Markets Equity	—	—	—	$28K	0.1%
Goldman Sachs Goldman Sachs ActiveBeta Japan Equity ETF	—	—	—	$19K	<0.1%
iShares Trust iShares 5-10 Year Investment Grade Corporate Bond ETF ** 139 JPMorgan Ultra-Short Income ETF	—	—	—	$17K	<0.1%
Goldman Sachs Goldman Sachs Access Investment Grade Corporate Bond ETF	—	—	—	$14K	<0.1%
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF	—	—	—	$12K	<0.1%
Goldman Sachs Goldman Sachs ActiveBeta US Small Cap Equity ETF	—	—	—	$12K	<0.1%
Xtrackers USD High Yield Corporate Bond	—	—	—	$11K	<0.1%
Vanguard Short-Term Inflation-Protected Securities ETF	—	—	—	$11K	<0.1%
Goldman Sachs Goldman Sachs Access U.S. Aggregate Bond ETF	—	—	—	$10K	<0.1%
Goldman Sachs Goldman Sachs Access Emerging Markets USD Bond ETF	—	—	—	$9K	<0.1%
Goldman Sachs Goldman Sachs Access Treasury 0-1 Year ETF	—	—	—	$7K	<0.1%
Vanguard Dividend Appreciation ETF ** 839 Vanguard Long Term Government Bond	—	—	—	$6K	<0.1%
iShares Core MSCI EAFE ETF ** 91 iShares Core MSCI Emerging Markets ETF	—	—	—	$3K	<0.1%
iShares iBoxx $ Investment Grade Corporate Bond ETF	—	—	—	$3K	<0.1%
Vanguard US Total Bond Market ETF	—	—	—	$2K	<0.1%
Exchange Traded Funds Charles Schwab U.S. REIT ETF	—	—	—	$2K	<0.1%
Vanguard Global ex-U.S. Real Estate ETF	—	—	—	$2K	<0.1%
Goldman Sachs Goldman Sachs Access Inflation Protected USD Bond ETF	—	—	—	$1K	<0.1%