Plan Snapshot
- Plan Sponsor: Arrowhead Pharmaceuticals, INC.
- Sponsor EIN: 460408024
- Sponsor Address: 177 E COLORADO BLVD., PASADENA, CA, 91105
- Plan Type: 401(k)
- Total Participants: 611
- Total Assets: $60.3M
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 | 611 | $60.3M | $3.4M | $7.3M |
| 2023 | 546 | $44.0M | $2.4M | $5.9M |
| 2022 | 428 | $29.4M | $1.8M | $4.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $58,256 | — | $58,256 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $32,424 | — | $32,424 |
| WELLTH ADVISORY SERVICES LLC | ADVISOR | $25,094 | — | $25,094 |
| ROSE, SNYDER & JACOBS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,774
- Estimated Expense Ratio: 0.192% 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 | $115,774 | $57,518 | — | — | — |
| 2023 | $91,627 | $49,369 | — | — | — |
| 2022 | $88,577 | — | — | — | — |