Lindsey Barton signed Arcadia Farms, LLC DBA Arcadia Beverage's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arcadia Farms, LLC DBA Arcadia Beverage's EIN is 56-0771662.
Download the official 2024 Form 5500 (PDF) for Arcadia Farms, LLC DBA Arcadia Beverage from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arcadia Farms, LLC DBA Arcadia Beverage's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $409K | 14.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $281K | 10.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $275K | 10.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $266K | 9.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $264K | 9.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $264K | 9.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $252K | 9.2% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $174K | 6.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $166K | 6.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $79K | 2.9% | |
| maturing through April 2029 | Other securities | — | — | $51K | 1.9% | |
| Fidelity Investments Fidelity Total Int Idx Fund | Common Collective Trusts | — | — | $39K | 1.4% | |
| REL TRUST NYL ANCH ACCT SER 1 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $36K | 1.3% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | — | $26K | 1.0% | |
| JP Morgan Funds JP Morgan Core Plus Bond R6 Fd | Other securities | — | — | $26K | 1.0% | |
| MFS Investment Management Mfs Mid Cap Value R6 Fund | Mutual Funds | — | — | $22K | 0.8% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $22K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $21K | 0.8% | |
| Harbor Capital App Ret Fund | Other securities | — | — | $17K | 0.6% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $14K | 0.5% | |
| Fidelity Investments Fidelity Extended Mkt Idx Fd | Common Collective Trusts | — | — | $14K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $5K | 0.2% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $4K | 0.2% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $3K | 0.1% | |
| The American Funds Am Fds Europacific Grth R6 Fd | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
