Plan Snapshot
- Plan Sponsor: Arcadia Management, INC.
- Sponsor EIN: 201448338
- Sponsor Address: 1515 VETERANS MEMORIAL HIGHWAY, ISLANDIA, NY, 11749
- Plan Type: 401(k)
- Total Participants: 436
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 436 | $5.8M | $161,516 | $686,993 |
| 2023 | 426 | $4.8M | $150,495 | $615,868 |
| 2022 | 432 | $3.7M | $146,326 | $597,378 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $17,745 | — | $17,745 |
| WELLS FARGO ADVISORS FINANCIAL NETW | Investment Advisor | $12,610 | — | $12,610 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,355
- Estimated Expense Ratio: 0.525% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $33,101 | $15,356 | — | — | — |
| 2023 | $23,188 | $9,755 | — | — | — |
| 2022 | $21,823 | — | — | — | — |