Plan Snapshot
- Plan Sponsor: Arrowhead Economic Opportunity Agency, Incorporated
- Sponsor EIN: 416052144
- Sponsor Address: 702 S 3RD AVE, VIRGINIA, MN, 557922775
- Plan Type: 403(b)
- Total Participants: 480
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 480 | $18.9M | $725,801 | $816,231 |
| 2023 | 419 | $17.2M | $625,737 | $679,133 |
| 2022 | 340 | $15.9M | $585,217 | $579,200 |
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 |
|---|---|---|---|---|
| WALKER, GIROUX & HAHNE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WALKER, GIROUX & HAHNE, LLC — 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 | $5,477 | — | — | — | — |
| 2023 | $3,267 | — | — | — | — |
| 2022 | $3,461 | — | — | — | — |