Plan Snapshot
- Plan Sponsor: Arrow Fabricated Tubing, INC.
- Sponsor EIN: 741954618
- Sponsor Address: 1010 E. WALNUT STREET, GARLAND, TX, 75040
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 230 | $8.6M | $89,723 | $313,714 |
| 2023 | 297 | $7.8M | $84,774 | $326,324 |
| 2022 | 321 | $7.2M | $83,051 | $306,952 |
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 | RECORDKEEPER | $46,037 | — | $46,037 |
| COMMERCE STREET INVESTMENTS | INVESTMENT ADVISOR | $15,928 | — | $15,928 |
| DEFINITI LLC | OTHER | $9,259 | — | $9,259 |
| LEON E. WERNTZ & ASSOCIATES, INC. | CONTRACT ADMIN | — | $7,932 | $7,932 |
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,156
- Estimated Expense Ratio: 0.922% 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 | $68,996 | $68,996 | — | — | — |
| 2023 | $41,486 | $30,083 | $1,350 | — | — |
| 2022 | $30,009 | — | — | — | $30,009 |