Plan Snapshot
- Plan Sponsor: Arm Group LLC
- Sponsor EIN: 843909305
- Sponsor Address: PO BOX 797, HERSHEY, PA, 17033
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 334
- Total Assets: $37.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 334 | $37.4M | $0 | $0 |
| 2024 | 267 | $31.9M | $736,022 | $2.1M |
| 2023 | 264 | $27.5M | $605,191 | $550,225 |
| 2022 | 22 | $398,629 | $35,429 | $70,872 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | Investment Advisor | $65,548 | — | $65,548 |
| PA RETIREMENT SOLUTIONS INC | Other Service Provider | $44,611 | — | $44,611 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $23,068 | — | $23,068 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,227
- Estimated Expense Ratio: 0.357% 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 |
|---|---|---|---|---|---|
| 2025 | $3,563,150 | — | $133,892 | — | — |
| 2024 | $108,546 | — | $108,546 | — | — |
| 2023 | $358,470 | — | — | — | — |
| 2022 | $7,739 | — | — | — | — |