Plan Ledger DOL Form 5500 · updated monthly

Arcadia Farms, LLC dba Arcadia Beverage401(k)

ARCADIA BEVERAGE 401(K) PLAN · ARDEN, NC · plan year 2024

Reported admin expense ratio · 2024
1.13%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Arcadia Farms, LLC dba Arcadia Beverage reported $27,195 in plan administrative expenses for 2024: 1.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,168 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.43% to 1.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in North Carolina (1,694th of 2,005), and 1,257th of 2,240 in accommodation & food services. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has shrunk from 129 to 103 since 2022.

Plan summary
Net assets, end of year$2,734,843
Participants with balances111
Active participants103
Employer contributions$223,298
Employee contributions$421,294
Employer contribution per active participant$2,168
Average account balance$24,638
Benefits paid to participants$285,500
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 111 accts · $223K emplr
2023$2.1M · 127 accts · $229K emplr
2022$1.6M · 131 accts · $220K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,195
Total administrative$27,195
The Arcadia Farms, LLC dba Arcadia Beverage 401(k) match · 2024
Employer contribution per active participant$2,168
Median for plans this size$1,313
2024$2,168 per active participant
2023$1,879 per active participant
2022$1,702 per active participant

Arcadia Farms, LLC dba Arcadia Beverage's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$27,195
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$27,195 · 1.13%
2023$22,888 · 1.24%
2022$22,911 · 1.43%
Same employer
Similar plansAccommodation & Food Services · North Carolina
Daly Seven, Inc. NC$3.1M · 0.51%
Platinum Corral, LLC NC$3.1M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560771662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.