Plan Ledger DOL Form 5500 · updated monthly

Arcadia Management, Inc.401(k)

ARCADIA MANAGEMENT, INC. 401(K) PLAN · ISLANDIA, NY · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Arcadia Management, Inc. reported $33,101 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $370 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 rose from 0.56% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,328th of 5,648), and 7,480th of 11,911 in health care & social assistance. In 2024, employees put in $4.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,781,466
Participants with balances529
Active participants436
Employer contributions$161,516
Employee contributions$686,993
Employer contribution per active participant$370
Average account balance$10,929
Benefits paid to participants$471,112
Plan auditUnmodified (clean) audit opinion
AuditorCERINI AND ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 529 accts · $162K emplr
2023$4.8M · 514 accts · $150K emplr
2022$3.7M · 504 accts · $146K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,745
Investment management$15,356
Total administrative$33,101
The Arcadia Management, Inc. 401(k) match · 2024
Employer contribution per active participant$370
Median for plans this size$1,313
2024$370 per active participant
2023$353 per active participant
2022$339 per active participant

Arcadia Management, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$17,745
WELLS FARGO ADVISORS FINANCIAL NETW · Recordkeeping · Pension consulting$12,610
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Wells Fargo
2023ADP, Raymond James

This plan has changed recordkeepers within these filings. If you left Arcadia Management, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,101 · 0.63%
2023$23,188 · 0.55%
2022$21,823 · 0.56%
Same employer
Similar plansHealth Care & Social Assistance · New York
R.A.I.N. Total Care, Inc. NY$5.8M · 0.07%
H1 Insights, Inc. NY$5.8M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201448338 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.