Plan Snapshot
- Plan Sponsor: Arrow Child & Family Ministries
- Sponsor EIN: 010628536
- Sponsor Address: 2929 FM 2920 ROAD, SPRING, TX, 77388
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,164
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 1,164 | $10.2M | $0 | $0 |
| 2024 | 787 | $7.3M | $370,165 | $941,733 |
| 2023 | 508 | $5.8M | $211,600 | $660,287 |
| 2022 | 665 | $4.5M | $125,989 | $567,327 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $43,786 | — | $43,786 |
| UBS FINANCIAL SERVICES INC. | Investment Advisor | $41,642 | — | $41,642 |
| NOVA 401(K) ASSOCIATES | Other Service Provider | $8,326 | $8,445 | $16,771 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $9,064 | — | $9,064 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,263
- Estimated Expense Ratio: 1.087% 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 | $567,502 | $50,706 | $8,802 | — | — |
| 2024 | $92,378 | — | $86,706 | — | — |
| 2023 | $57,176 | $24,554 | $7,307 | — | — |
| 2022 | $47,546 | — | $47,546 | — | — |