AUMdb

Arcadia Management, Inc. 401(k) Plan

Sponsored by Arcadia Management, Inc. · EIN 201448338 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
436
With balances
529

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $17,745
Wells Fargo Advisors Financial Netw Recordkeeping, Consulting (pension), Direct payment from the plan $12,610
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0