Plan Snapshot
- Plan Sponsor: Arrow Tru-Line, INC.
- Sponsor EIN: 421346001
- Sponsor Address: 2211 SOUTH DEFIANCE ST, ARCHBOLD, OH, 43502
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $21.2M
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 | 213 | $21.2M | $614,000 | $1.0M |
| 2023 | 231 | $19.8M | $546,190 | $929,330 |
| 2022 | 252 | $18.0M | $513,263 | $853,451 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | INVESTMENT ADVISOR | $49,980 | — | $49,980 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $31,272 | — | $31,272 |
| WILLIAM VAUGHAN COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAM VAUGHAN COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,252
- Estimated Expense Ratio: 0.383% 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 | $86,184 | $51,887 | — | — | — |
| 2023 | $66,872 | $64,164 | — | — | — |
| 2022 | $64,728 | $52,029 | $12,699 | — | — |