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Original filing (PDF)20250925050307NAL0008830848001
ARCEO LABS INC
Form 5500
FILING_RECEIVED
ARCEO LABS INC. 401(K) PLAN PLAN
401(k) retirement plan
Active participants
174
Accounts w/ balance
136
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 ARCEO LABS INC.
Plan sponsor
Name
ARCEO LABS INC
EIN
81-3822747
Address
625 MARKET STREET · 14TH FLOOR · SAN FRANCISCO, CA · 94105
Phone
(859) 866-1372
Industry
Professional & Technical Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
Investments
24 direct securities · 1 pooled fund· $8.3M(100% 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.
Registered Investment Companies
$8.2M
24 holdings
Common Collective Trust
$100K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.7M | 20.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.4M | 16.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $862K | 10.4% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $599K | 7.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $518K | 6.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $486K | 5.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $483K | 5.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $340K | 4.1% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $250K | 3.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $222K | 2.7% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $165K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $156K | 1.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $143K | 1.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $138K | 1.7% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $114K | 1.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $106K | 1.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $100K | 1.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $100K | 1.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $98K | 1.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $72K | 0.9% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $70K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $69K | 0.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $35K | 0.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $32K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $5K | <0.1% |
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