Plan Snapshot
- Plan Sponsor: Arxada, LLC
- Sponsor EIN: 135665861
- Sponsor Address: 412 MOUNT KEMBLE AVENUE, MORRISTOWN, NJ, 07960
- Plan Type: 401(k)
- Total Participants: 973
- Total Assets: $224.9M
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 | 973 | $224.9M | $7.7M | $9.7M |
| 2023 | 669 | $176.6M | $5.9M | $7.7M |
| 2022 | 730 | $157.2M | $6.3M | $8.1M |
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. | RECORD KEEPER | $171,139 | — | $171,139 |
| WISS & COMPANY LLP | ACCOUNTANT | $22,500 | — | $22,500 |
| OGLETREE, DEAKINS, NASH SMOAK & STE | CONSULTANT | $9,047 | — | $9,047 |
| DIMEO SCHNEIDER & ASSOCIATES, LLC | CONSULTANT | $7,400 | — | $7,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- WISS & COMPANY LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $210,086
- Estimated Expense Ratio: 0.093% 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 | $103,116 | $38,947 | — | — | — |
| 2023 | $172,197 | $72,304 | — | — | — |
| 2022 | $30,990 | — | — | — | — |