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Original filing (PDF)20231013063726NAL0065895538001
ARCHBRIGHT MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS
Form 5500
FILING_RECEIVED
ARCHBRIGHT MULTIPLE EMPLOYER PLAN AS ADOPTED BY HAAKON INDUSTRIES, INC.
401(k) retirement plan
Signals · 1
~135 bps in Sched C fees
Active participants
189
Accounts w/ balance
205
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 135 bps in Schedule C fees — 159% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCHBRIGHT MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS.
Plan sponsor
Name
ARCHBRIGHT MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS
EIN
47-1833207
Address
C/O PENTEGRA SERVICES, INC. · 701 WESTCHESTER AVENUE, SUITE 320E · WHITE PLAINS, NY · 10604
Phone
(800) 872-3473
Industry
Manufacturingsee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(800) 872-3473
Plan characteristics
Plan number
010
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
Pension benefit codes
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
ANASTASI MOORE MARTIN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RELIANCE TRUST CO. | 45-0404698 | — | CUSTODIAL | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC | 13-3745616 | — | RECORDKEEPER | $49K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUTINA FINANCIAL | 20-2951773 | — | ADVISOR | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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