Robert Duncan signed Arcata Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arcata Associates, Inc.'s EIN is 94-2511090.
Download the official 2024 Form 5500 (PDF) for Arcata Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arcata Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $7.9M | 12.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $6.0M | 9.5% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $5.6M | 8.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $3.5M | 5.6% | |
| Prin LifeTime Hybr 2065 CIT Z | Common Collective Trusts | — | $0 | $3.4M | 5.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $3.1M | 4.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $3.1M | 4.9% | |
| NB Mid Cap Grwth R6 Fund | Other securities | — | $0 | $3.0M | 4.7% | |
| Fidelity Balanced K6 Fund | Mutual Funds | — | $0 | $2.4M | 3.7% | |
| T. Rowe Price Intl Disc I Fd | Other securities | — | $0 | $2.3M | 3.7% | |
| Prin LifeTime Hybr 2060 CIT Z | Common Collective Trusts | — | $0 | $2.3M | 3.7% | |
| Prin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | $0 | $2.1M | 3.4% | |
| Prin LgCap Growth I R6 Fund | Other securities | — | $0 | $1.8M | 2.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $1.7M | 2.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $1.4M | 2.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $1.4M | 2.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $1.4M | 2.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $1.2M | 2.0% | |
| Prin MidCap Value I R6 Fund | Other securities | — | $0 | $1.2M | 2.0% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $0 | $1.0M | 1.7% | |
| Self-Directed Brokerage Acct | Self-Directed Brokerage | — | $0 | $1.0M | 1.6% | |
| Dodge & Cox Stock I Fund | Mutual Funds | — | $0 | $977K | 1.6% | |
| DFA Emerging Markets I Fund | Mutual Funds | — | $0 | $975K | 1.5% | |
| Columbia SmCap Value II I3 | Other securities | — | $0 | $966K | 1.5% | |
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | $0 | $833K | 1.3% | |
| Participant Loans | Participant loans | — | $0 | $682K | 1.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $672K | 1.1% | |
| Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | $0 | $672K | 1.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $379K | 0.6% | |
| Vanguard Ext Mk Index Adm Fd | Mutual Funds | — | $0 | $379K | 0.6% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $288K | 0.5% | |
| Fidelity Adv Total Bond Z Fd | Mutual Funds | — | $0 | $232K | 0.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $232K | 0.4% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $15K | <0.1% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $15K | <0.1% |
