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Original filing (PDF)20250922111617NAL0005139937001
ARISA HEALTH, INC
Form 5500
FILING_RECEIVED
ARISA HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
869
Accounts w/ balance
1,233
Plan assets (EOY)
$48.3M
Net assets (EOY)
$48.3M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARISA HEALTH, INC.
Plan sponsor
Name
ARISA HEALTH, INC
EIN
84-4286440
Address
2400 S. 48TH ST · SPRINGDALE, AR · 72766
Phone
(479) 750-2020
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
2025-09-22
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS | — | DALLAS, TX | SERVICE PROVIDER | $25K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $22K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $11K | — |
| STEPHENS INC | 71-0641478 | — | SERVICE PROVIDER | $0 | — |
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Investments
33 direct securities · 1 pooled fund· $95.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$48.3M
33 holdings
Pooled Separate Account
$46.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $46.7M | 96.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard 500 Index Fund Adm | — | — | — | $6.1M | 12.6% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2035 Portfolio Z | — | — | — | $5.4M | 11.2% | |
| Voya Retirement Insurance and Annuity Company MFS Growth Fund R6 | — | — | — | $4.9M | 10.1% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2030 Portfolio Z | — | — | — | $4.6M | 9.6% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2045 Portfolio Z | — | — | — | $4.3M | 9.0% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2050 Portfolio Z | — | — | — | $3.7M | 7.7% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2040 Portfolio Z | — | — | — | $2.9M | 6.1% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution Income Portfolio Z | — | — | — | $2.6M | 5.3% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2025 Portfolio Z | — | — | — | $1.9M | 3.8% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2055 Portfolio Z | — | — | — | $1.8M | 3.6% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $1.5M | 3.2% | |
| Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund R6 | — | — | — | $1.3M | 2.8% | |
| Voya Retirement Insurance and Annuity Company American Funds EuroPacific Growth R6 | — | — | — | $1.2M | 2.5% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2060 Portfolio Z | — | — | — | $1.1M | 2.2% | |
| Voya Retirement Insurance and Annuity Company American Funds Washington Mutual Inv R6 | — | — | — | $741K | 1.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Total Intl Stock Index Fund Adm | — | — | — | $686K | 1.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund Adm | — | — | — | $508K | 1.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Life Strategy Growth Fund Inv | — | — | — | $490K | 1.0% | |
| Voya Retirement Insurance and Annuity Company DFA Inflation Protection Securities Portfolio Inst | — | — | — | $412K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Life Strategy Moderate Growth Fund Inv | — | — | — | $370K | 0.8% | |
| Voya Retirement Insurance and Annuity Company ClrBrg Small Cap Growth Fund IS | — | — | — | $284K | 0.6% | |
| Voya Retirement Insurance and Annuity Company DFA U.S. Targeted Value Portfolio Inst | — | — | — | $220K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2065 Portfolio Z | — | — | — | $211K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Life Strategy Income Fund Inv | — | — | — | $190K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Life Strategy Conservative Growth Fund | — | — | — | $154K | 0.3% | |
| Voya Retirement Insurance and Annuity Company PIMCO Income Fund Inst | — | — | — | $149K | 0.3% | |
| Voya Retirement Insurance and Annuity Company DFA Global Real Estate Security Portfolio Inst | — | — | — | $139K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Eaton Vance Income Fund of Boston R6 | — | — | — | $130K | 0.3% | |
| Voya Retirement Insurance and Annuity Company DFA Intl Small Company Portfolio Inst | — | — | — | $108K | 0.2% | |
| Voya Retirement Insurance and Annuity Company AB Global Bond Fund Z | — | — | — | $102K | 0.2% | |
| Voya Retirement Insurance and Annuity Company DFA Emerging Markets Portfolio Inst | — | — | — | $68K | 0.1% | |
| Voya Retirement Insurance and Annuity Company PIMCO Commodity Real Return Strategy Fund Inst | — | — | — | $60K | 0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund A | — | — | — | $15K | <0.1% |