Plan Snapshot
- Plan Sponsor: Arrowhead Health Management LLC
- Sponsor EIN: 262591374
- Sponsor Address: 16390 N 59TH AVE, GLENDALE, AZ, 85306
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 205
- Total Assets: $4.2M
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 | 205 | $4.2M | $0 | $501,780 |
| 2023 | 216 | $3.4M | $0 | $474,427 |
| 2022 | 194 | $2.6M | $0 | $435,503 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
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 | $28,367 | $2,079 | $9,855 | — | — |
| 2023 | $8,991 | $1,548 | $5,747 | — | — |
| 2022 | $7,999 | — | $7,999 | — | — |