Arrow Point Wealth Management (EIN 85-1180454) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $508K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Arrow Point Wealth Management 401(k) Plan | 002 | 4 | $508K |
| Arrow Point Wealth Management Cash Balance Plan | 001 | 0 | $0 |
85-1180454 is the Employer Identification Number (EIN) Arrow Point Wealth Management reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
