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Original filing (PDF)20251013092926NAL0002322210002
EASTERSEALS ARKANSAS
Form 5500
FILING_RECEIVED
EASTERSEALS ARKANSAS 403(B) PLAN
403(b) retirement plan
Signals · 1
~108 bps in Sched C fees
Active participants
1,047
Accounts w/ balance
1,221
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 108 bps in Schedule C fees — 273% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTERSEALS ARKANSAS.
Plan sponsor
Name
EASTERSEALS ARKANSAS
EIN
71-0123680
Address
3920 WOODLAND HEIGHTS RD. · LITTLE ROCK, AR · 722122495
Phone
(501) 227-3662
Industry
Health Care & Social Assistancesee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LANDMARK PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $88K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHENS, INC. | 71-0641478 | — | INVESTMENT ADVISOR | $32K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
16 direct securities· $11.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PGIM Jennison Grade R6 Mutual Fund - | — | — | — | $2.3M | 21.2% | |
| Baird Core Plus Bond Inv Mutual Fund - | — | — | — | $2.1M | 18.9% | |
| Dodge & Cox Stock X Mutual Fund - | — | — | — | $2.0M | 18.2% | |
| Federated Hermes Government Oblig Premier Mutual Fund - | — | — | — | $878K | 7.9% | |
| BlackRock Low Duration Bond Inst Mutual Fund - | — | — | — | $658K | 5.9% | |
| Columbia Overseas Value Adv Mutual Fund - | — | — | — | $465K | 4.2% | |
| T. Rowe Price Mid Cap Value Mutual Fund - | — | — | — | $410K | 3.7% | |
| Invesco Discovery Fund Class A Mutual Fund - | — | — | — | $386K | 3.5% | |
| Invesco Discovery Mid Cap Growth Fund Y Mutual Fund - | — | — | — | $360K | 3.3% | |
| T. Rowe Price Small Cap Value Mutual Fund - | — | — | — | $259K | 2.3% | |
| BlackRock High Yield Portfolio Inst Mutual Fund - | — | — | — | $232K | 2.1% | |
| State Street US Government M1 Mkt Premier Mutual Fund - | — | — | — | $210K | 1.9% | |
| T. Rowe Price International Discovery I Mutual Fund - | — | — | — | $184K | 1.7% | |
| Loomis Sayles Global Bond Instl Mutual Fund - | — | — | — | $181K | 1.6% | |
| secured by participants' vested balances - | — | — | — | $176K | 1.6% | |
| Driehaus Emerging Markets Growth Inst Mutual Fund - | — | — | — | $171K | 1.5% |