# Arm, INC. 401(k) Plan
Source: https://planprovider.pro/companies/arm-inc-401k-plan

> Arm, INC.'s 401(k) plan: 1,539 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MAXWELL LOCKE & RITTER](https://planprovider.pro/provider/maxwell-locke-and-ritter-llp) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/arm-inc-401k-plan)

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