Plan Snapshot
- Plan Sponsor: Arrow Senior Living Management, LLC
- Sponsor EIN: 263660753
- Sponsor Address: 3333-9 RUE ROYALE, ST CHARLES, MO, 63301
- Plan Type: 401(k)
- Total Participants: 2,206
- Total Assets: $9.2M
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 | 2,206 | $9.2M | $758,306 | $1.3M |
| 2023 | 1,430 | $6.6M | $609,559 | $1.1M |
| 2022 | 1,253 | $4.6M | $499,438 | $954,906 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $43,201 | $18,606 | $24,595 | — | — |
| 2023 | $46,547 | $13,017 | $33,530 | — | — |
| 2022 | $30,087 | $10,318 | $19,769 | — | — |