Plan Snapshot
- Plan Sponsor: Arrow Exterminators, INC.
- Sponsor EIN: 581024782
- Sponsor Address: 8613 ROSWELL ROAD, NE, ATLANTA, GA, 30350
- Plan Type: 401(k)
- Total Participants: 3,251
- Total Assets: $56.9M
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 | 3,251 | $56.9M | $1.4M | $7.1M |
| 2023 | 3,068 | $48.1M | $1.5M | $6.8M |
| 2022 | 2,990 | $37.1M | $1.4M | $6.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | Other Service Provider | $349,439 | — | $349,439 |
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | — | $111,972 | $111,972 |
| ERISA SERVICES, INC. | Investment Advisor | $66,176 | $43,430 | $109,606 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — Investment Advisor
- ERISA SERVICES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $571,017
- Estimated Expense Ratio: 1.003% 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 | $428,528 | — | $428,528 | — | — |
| 2023 | $262,330 | — | $262,330 | — | — |
| 2022 | $363,630 | — | — | — | $363,630 |