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Original filing (PDF)20251014072624NAL0001089155001
ARKA GROUP, L.P.
Form 5500
FILING_RECEIVED
ARKA GROUP, L.P. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,055
Accounts w/ balance
1,298
Plan assets (EOY)
$132.8M
Net assets (EOY)
$132.8M
How this plan invests
This plan
17 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARKA GROUP, L.P..
Plan sponsor
Name
ARKA GROUP, L.P.
EIN
85-1183914
Address
100 WOOSTER HEIGHTS ROAD · DANBURY, CT · 06810
Phone
(203) 797-5059
Industry
Management of Companies / Holdingssee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDO USA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $74 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
10 direct securities · 17 pooled funds· $132.8M(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
$106.7M
17 holdings
Uncategorized
$26.1M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS TRGT RET 2030 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $14.3M | 10.8% | |
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $13.4M | 10.1% | |
| SS TRGT RET 2025 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $11.4M | 8.6% | |
| SS TRGT RET 2035 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $11.4M | 8.6% | |
| Vanguard Vang Us Growth Adm | — | — | — | $9.6M | 7.2% | |
| SS TRGT RET 2050 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $9.3M | 7.0% | |
| SS TRGT RET 2045 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $9.1M | 6.8% | |
| SS TRGT RET 2040 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $8.0M | 6.0% | |
| SS TRGT RET 2055 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $7.0M | 5.3% | |
| SS TRGT RET 2060 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $6.2M | 4.7% | |
| Vanguard Vang Midcap Idx Adm | — | — | — | $4.6M | 3.4% | |
| Vanguard Vang Sm Cap Idx Adm | — | — | — | $3.6M | 2.7% | |
| SS TRGT RET 2020 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $3.6M | 2.7% | |
| Dodge & Cox Dodge & Cox Stock X | — | — | — | $3.3M | 2.5% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.2% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $2.9M | 2.2% | |
| SS TRGT RET 2065 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $2.0M | 1.5% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $2.0M | 1.5% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.7M | 1.3% | |
| to 9.50% - | — | — | — | $1.4M | 1.1% | |
| Hartford Funds Htfd Intl Opps R6 | — | — | — | $1.3M | 1.0% | |
| Self-Directed Brokerage * Self-directed brokerage account Brokeragelink | — | — | — | $1.1M | 0.8% | |
| SS TRGT RET INC VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $1.0M | 0.8% | |
| Victory Integrity VI SM/MID Cap Val R6 | — | — | — | $685K | 0.5% | |
| Delaware Funds As Disc Smid Cpgr R6 | — | — | — | $520K | 0.4% | |
| PIF DVRSD REAL AST 3 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $291K | 0.2% | |
| Vanguard Vang Vmmr-Fed Mmkt | — | — | — | $18K | <0.1% |
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