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Original filing (PDF)20260313141114NAL0008092067001
ARKANSAS ENTERPRISES FOR THE DEVELOPMENTALLY DISABLED, INC.
Form 5500
FILING_RECEIVED
ARKANSAS ENTERPRISES FOR THE DEVELOPMENTALLY DISABLED, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
246
Accounts w/ balance
314
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARKANSAS ENTERPRISES FOR THE DEVELOPMENTALLY DISABLED, INC..
Plan sponsor
Name
ARKANSAS ENTERPRISES FOR THE DEVELOPMENTALLY DISABLED, INC.
EIN
71-0429513
Address
105 E ROOSEVELT RD · LITTLE ROCK, AR · 72206
Phone
(501) 666-0246
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-13
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)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
LITTLE, SHANEYFELT & MARSHALL, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRELL CO. | 36-3492086 | — | RECORDKEEPER | $29K | — |
Investments
26 direct securities · 1 pooled fund· $10.4M(97% of reported assets)
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.
Uncategorized
$10.2M
26 holdings
Common Collective Trust
$160K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Idx Instl Prm N/A | — | — | — | $2.6M | 24.3% | |
| Allspring Special Large Cap Value R6 N/A | — | — | — | $1.4M | 13.0% | |
| Vanguard Federal Money Market Investor N/A | — | — | — | $979K | 9.1% | |
| JOHCM Funds JOHCM International Opps Institutional N/A | — | — | — | $741K | 6.9% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value Fund Class R6 N/A | — | — | — | $599K | 5.6% | |
| Emerald Growth Fund Institutional N/A | — | — | — | $532K | 5.0% | |
| Vanguard Mortgage-Backed Secs Idx Adm N/A | — | — | — | $452K | 4.2% | |
| American Funds American Funds 2025 Target Date Retirement Fund Class R6 N/A | — | — | — | $374K | 3.5% | |
| RBC Emerging Markets Equity N/A | — | — | — | $365K | 3.4% | |
| Artisan High Income Fund Institutional Shares N/A | — | — | — | $338K | 3.2% | |
| Payden Corporate Bond Fund N/A | — | — | — | $323K | 3.0% | |
| American Funds American Funds 2055 Target Date Retirement Fund Class R6 N/A | — | — | — | $272K | 2.5% | |
| American Funds American Funds 2070 Target Date Retirement Fund Class R6 N/A 58 * Participant Loans Participant loans 5.25% - 10.50% N/A | — | — | — | $236K | 2.2% | |
| American Funds American Funds 2030 Target Date Retirement Fund Class R6 N/A | — | — | — | $165K | 1.5% | |
| ALLSPRING SPECIAL MID CAP VALUE CIT SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $160K | 1.5% | |
| Fidelity Mid Cap Growth Index N/A | — | — | — | $118K | 1.1% | |
| American Funds American Funds 2050 Target Date Retirement Fund Class R6 N/A | — | — | — | $115K | 1.1% | |
| American Funds American Funds 2045 Target Date Retirement Fund Class R6 N/A | — | — | — | $110K | 1.0% | |
| American Funds American Funds 2040 Target Date Retirement Fund Class R6 N/A | — | — | — | $109K | 1.0% | |
| American Funds American Funds 2035 Target Date Retirement Fund Class R6 N/A | — | — | — | $100K | 0.9% | |
| Fidelity Global ex-US Index N/A | — | — | — | $96K | 0.9% | |
| American Funds American Funds 2060 Target Date Retirement Fund Class R6 N/A | — | — | — | $81K | 0.8% | |
| American Funds American Funds 2015 Target Date Retirement Fund Class R6 N/A | — | — | — | $45K | 0.4% | |
| American Funds American Funds 2065 Target Date Retirement Fund Class R6 N/A | — | — | — | $27K | 0.2% | |
| American Funds American Funds 2020 Target Date Retirement Fund Class R6 N/A | — | — | — | $25K | 0.2% | |
| American Funds American Funds 2010 Target Date Retirement Fund Class R6 N/A | — | — | — | $3K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund, Inc. Class Z N/A | — | — | — | $3K | <0.1% |
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