Plan Snapshot
- Plan Sponsor: Arow Global Corp.
- Sponsor EIN: 391874164
- Sponsor Address: 924 N. PARKVIEW CIRCLE, MOSINEE, WI, 544558247
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $8.3M
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. |
|---|---|---|---|---|
| 2024 | 270 | $8.3M | $212,486 | $761,291 |
| 2023 | 241 | $7.0M | $181,638 | $643,797 |
| 2022 | 224 | $5.9M | $165,555 | $614,259 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $27,231 | — | $27,231 |
| PACKERLAND BROKERAGE SERVICES | ADVISOR | $25,670 | — | $25,670 |
| CHORTEK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CHORTEK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,901
- Estimated Expense Ratio: 0.640% 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 | $52,901 | $25,670 | — | — | — |
| 2023 | $43,604 | $21,530 | — | — | — |
| 2022 | $45,579 | — | — | — | — |