Plan Snapshot
- Plan Sponsor: Arrow Tank & Engineering Company
- Sponsor EIN: 411538543
- Sponsor Address: 8950 EVERGREEN BLVD, COON RAPIDS, MN, 55433
- Plan Type: DC
- Total Participants: 111
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 111 | $9.8M | $228,820 | $271,127 |
| 2023 | 122 | $8.6M | $238,289 | $245,757 |
| 2022 | 112 | $7.1M | $235,604 | $256,346 |
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 |
|---|---|---|---|---|
| COPELAND BUHL & COMPANY PLLP | Auditor | $28,800 | — | $28,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,800
- Estimated Expense Ratio: 0.295% 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 | $60,905 | $22,033 | — | $28,800 | — |
| 2023 | $27,346 | $4,552 | — | — | — |
| 2022 | $39,957 | $8,750 | $19,607 | — | $11,600 |