How big is Arcadia Financial Group LLC's plan?

Arcadia Financial Group LLC's plan reported $489K in assets and 11 participants for 2024.

Original filing (PDF)20250711120959NAL0009560176001

Arcadia Financial Group LLC

Name: Arcadia Financial Group LLC — Arcadia Lending 401(k), Form 5500 (2024)
Creator: Arcadia Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arcadia Lending 401(k) Plan

401(k) retirement plan · Arcadia Financial Group LLC's Arcadia Lending 401(k) Plan held $489K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$489K

Net assets (EOY)

$489K

Plan identifiers

Arcadia Financial Group LLC's EIN is 81-1081328.

EIN 81-1081328

Plan number 001

Plan year 2024

ACK ID 20250711120959NAL0009560176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Arcadia Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Arcadia Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ARCADIA FINANCIAL GROUP LLC

EIN

all filings

Address

329 W 14 MILE ROAD · CLAWSON, MI · 48017

Phone

(248) 632-1025

Industry

Finance & Insurance

Plan administrator