How big is Arrowhead Investments, LLC's plan?

Arrowhead Investments, LLC's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250918125656NAL0000666979001

Arrowhead Investments, LLC

Name: Arrowhead Investments, LLC — Arrowhead Investments, Form 5500 (2024)
Creator: Arrowhead Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arrowhead Investments, LLC 401(k) Plan

401(k) retirement plan · Arrowhead Investments, LLC's Arrowhead Investments, LLC 401(k) Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Arrowhead Investments, LLC's EIN is 04-3544520.

EIN 04-3544520

Plan number 002

Plan year 2024

ACK ID 20250918125656NAL0000666979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Arrowhead Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Arrowhead Investments, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARROWHEAD INVESTMENTS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score