Plan Snapshot
- Plan Sponsor: Arrow International, INC.
- Sponsor EIN: 341018618
- Sponsor Address: 9900 CLINTON RD, CLEVELAND, OH, 44144
- Plan Type: 401(k)
- Total Participants: 1,064
- Total Assets: $106.6M
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 | 1,064 | $106.6M | $3.6M | $3.7M |
| 2023 | 811 | $85.7M | $2.3M | $2.5M |
| 2022 | 667 | $71.0M | $1.7M | $2.1M |
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 | $64,285 | — | $64,285 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,285
- Estimated Expense Ratio: 0.060% 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 | $64,285 | $3,705 | — | — | — |
| 2023 | $112,535 | $39,050 | — | — | — |
| 2022 | $107,329 | $84,015 | — | — | — |