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Original filing (PDF)20251015184855NAL0010819314001
ARCHWELL SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
ARCHWELL SOLUTIONS, LLC
401(k) retirement plan
Active participants
383
Accounts w/ balance
368
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
38 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 (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCHWELL SOLUTIONS, LLC.
Plan sponsor
Name
ARCHWELL SOLUTIONS, LLC
EIN
47-4001893
Address
2950 WEST CYPRESS CREEK ROAD · SUITE 302 · FORT LAUDERDALE, FL · 33309
Phone
(786) 547-6779
Industry
Management of Companies / Holdingssee 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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $16K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
31 direct securities· $6.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds | — | — | — | $1.1M | 17.9% | |
| BlackRock LifePath Index 2055 Mutual Funds | — | — | — | $626K | 10.2% | |
| BlackRock LifePath Index 2035 Mutual Funds | — | — | — | $510K | 8.3% | |
| BlackRock LifePath Index 2045 Mutual Funds | — | — | — | $497K | 8.1% | |
| BlackRock LifePath Index 2050 Mutual Funds | — | — | — | $448K | 7.3% | |
| BlackRock LifePath Index 2040 Mutual Funds | — | — | — | $426K | 6.9% | |
| American Century Growth Mutual Funds | — | — | — | $286K | 4.7% | |
| BlackRock LifePath Index 2060 Mutual Funds | — | — | — | $278K | 4.5% | |
| BlackRock LifePath Index Retirement Mutual Funds | — | — | — | $246K | 4.0% | |
| JPMorgan US Eq R6 | — | — | — | $243K | 4.0% | |
| Fidelity Extended Market Index Mutual Funds | — | — | — | $232K | 3.8% | |
| BlackRock LifePath Index 2030 Mutual Funds | — | — | — | $217K | 3.5% | |
| Notes receivable from participants Bearing interest at 5.25%-12.25% - | — | — | — | $195K | 3.2% | |
| Federated FedeRtd Hermes US Trsry Cash Rsrv IS | — | — | — | $175K | 2.8% | |
| MFS Val R6 | — | — | — | $173K | 2.8% | |
| Fidelity Total International Index Mutual Funds | — | — | — | $83K | 1.3% | |
| John Hancock Disciplined Value Mid Cap Mutual Funds | — | — | — | $81K | 1.3% | |
| ClearBridge Small Cap Growth Mutual Funds | — | — | — | $64K | 1.0% | |
| Fidelity Real Estate Index Mutual Funds | — | — | — | $47K | 0.8% | |
| Carillon Eagle Mid Cap Growth Mutual Funds | — | — | — | $39K | 0.6% | |
| American Funds EuroPacific Growth Mutual Funds | — | — | — | $36K | 0.6% | |
| Delaware Emerging Markets Mutual Funds | — | — | — | $34K | 0.5% | |
| Macquarie Emerging Mkts Instl | — | — | — | $34K | 0.5% | |
| American Century Small Cap Value Mutual Funds | — | — | — | $30K | 0.5% | |
| Federated Hermes Institutional High Yield Bond Mutual Funds | — | — | — | $17K | 0.3% | |
| Blackrock Inf Protected Bd Instl | — | — | — | $16K | 0.3% | |
| Fidelity US Bond Index Mutual Funds | — | — | — | $15K | 0.2% | |
| Fidelity Total Bond Mutual Funds | — | — | — | $11K | 0.2% | |
| State Street US Government Money Market Mutual Funds | — | — | — | $10K | 0.2% | |
| Hartford World Bond Mutual Funds | — | — | — | $7K | 0.1% | |
| John Hancock Alternate Asset Allocation Mutual Funds | — | — | — | $3K | <0.1% |