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Original filing (PDF)20251007164841NAL0002832259001
ARANSCIA, LLC
Form 5500
FILING_RECEIVED
ACCESSDX 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
94
Accounts w/ balance
125
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
21 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "State Street Retire Right Target 2035 I State Street 0" is 26% of plan.
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARANSCIA, LLC.
Plan sponsor
Name
ARANSCIA, LLC
EIN
84-2725709
Address
4035 WILLOWBEND BLVD STE 400 · SUITE 250-W · HOUSTON, TX · 77025
Phone
(713) 819-1695
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
2025-10-07
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ALEXANDER & WILLIAMS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $7K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $2K | — |
Investments
6 direct securities · 21 pooled funds· $2.8M(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.
Common Collective Trust
$2.7M
20 holdings
Uncategorized
$133K
6 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET RET RIGHT TARGET 2035 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 232 | Common Collective Trust | — | — | $739K | 26.0% | |
| STATE STREET RET RIGHT TARGET 2050 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 235 | Common Collective Trust | — | — | $335K | 11.8% | |
| STATE STREET RET RIGHT TARGET 2025 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 230 | Common Collective Trust | — | — | $226K | 7.9% | |
| STATE STREET RET RIGHT TARGET 2040 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 233 | Common Collective Trust | — | — | $224K | 7.9% | |
| STATE STREET RET RIGHT TARGET 2060 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 237 | Common Collective Trust | — | — | $208K | 7.3% | |
| STATE STREET RET RIGHT TARGET 2045 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 234 | Common Collective Trust | — | — | $200K | 7.0% | |
| STATE STREET RET RIGHT TARGET 2030 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 231 | Common Collective Trust | — | — | $186K | 6.5% | |
| STATE STREET RET RIGHT TARGET 2055 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 236 | Common Collective Trust | — | — | $180K | 6.3% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $143K | 5.0% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $70K | 2.5% | |
| Contribution Account MG Trust Company 0 994 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $62K | 2.2% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $49K | 1.7% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $42K | 1.5% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $41K | 1.4% | |
| STATE STREET RET RIGHT TARGET 2065 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 238 | Common Collective Trust | — | — | $24K | 0.9% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $24K | 0.9% | |
| American Eupac R6 American Funds 0 | — | — | — | $18K | 0.6% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $14K | 0.5% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $14K | 0.5% | |
| STATE STREET EMERGING MKT IND SL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $13K | 0.5% | |
| STATE STREET RETIRE RIGHT RETIREMEN HAND BENEFITS & TRUST · EIN 74-2008758 / PN 228 | Common Collective Trust | — | — | $10K | 0.4% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $7K | 0.3% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $7K | 0.2% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | — | — | — | $3K | 0.1% | |
| Causeway International Value Instl Causeway 0 | — | — | — | $2K | <0.1% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $1K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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