Plan Snapshot
- Plan Sponsor: Arm, INC.
- Sponsor EIN: 980443443
- Sponsor Address: 5707 SOUTHWEST PARKWAY, AUSTIN, TX, 78735
- Plan Type: 401(k)
- Total Participants: 1,539
- Total Assets: $533.1M
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 | 1,539 | $533.1M | $18.9M | $36.6M |
| 2023 | 1,315 | $429.4M | $14.5M | $27.9M |
| 2022 | 1,056 | $337.3M | $12.9M | $24.0M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $147,911 | — | $147,911 |
| CAPFINANCIAL PARTNERS LLC | NONE | $60,383 | — | $60,383 |
| MORNINGSTAR INC | NONE | $10,336 | — | $10,336 |
| MAXWELL LOCKE & RITTER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- MORNINGSTAR INC — NONE
- MAXWELL LOCKE & RITTER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $218,630
- Estimated Expense Ratio: 0.041% 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 | $216,549 | $74,625 | — | — | — |
| 2023 | $259,498 | $85,766 | $61 | $34,000 | — |
| 2022 | $226,746 | $80,650 | — | — | — |