James O'ROURKE signed Arrow Fastener Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arrow Fastener Co., LLC's EIN is 22-1818358.
Download the official 2024 Form 5500 (PDF) for Arrow Fastener Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arrow Fastener Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVIOSRS, LLC | 13-4071393 | — | ADVISOR | $56K | — |
| ADMINISTRATIVE FIDUCIARY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $6.2M | 21.0% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $4.5M | 15.2% | |
| Lincoln** Fully benefit-responsive investment contract - Lincoln Stable Value Account | Stable Value | — | — | $3.3M | 11.0% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $2.8M | 9.3% | |
| Vanguard VANG VALUE IDX ADM | Common Collective Trusts | — | — | $2.5M | 8.3% | |
| American Century AM CNTRY INFL ADJ BOND R6 | Other securities | — | — | $1.7M | 5.6% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $1.6M | 5.2% | |
| Dodge & Cox DODGE & COX STOCK | Mutual Funds | — | — | $1.1M | 3.8% | |
| Vanguard VANG WELLINGTON ADM | Mutual Funds | — | — | $1.1M | 3.6% | |
| Dimensional Fund Advisors DFA US TRGTD VALUE | Mutual Funds | — | — | $861K | 2.9% | |
| BlackRock BLKRK HIGH YIELD BOND | Other securities | — | — | $633K | 2.1% | |
| Fidelity FID LG CAP GR IDX | Common Collective Trusts | — | — | $479K | 1.6% | |
| Vanguard VANG MID CAP VL INX ADM SHR | Mutual Funds | — | — | $468K | 1.6% | |
| Fidelity FID TOTAL MKT IDX | Common Collective Trusts | — | — | $452K | 1.5% | |
| Fidelity FID LOW PRICED STK K | Mutual Funds | — | — | $406K | 1.4% | |
| BlackRock BLKRK2080 TG ALL INS SH | Other securities | — | — | $323K | 1.1% | |
| JPMorgan JPM US SMALL C CLASS R6 * 682 Vanguard VANG MDCPGR IDX ADM | Common Collective Trusts | — | — | $320K | 1.1% | |
| Participants** Participant notes receivable bearing interest at rates from 3.25 to 9.50 percent - | Other securities | — | — | $303K | 1.0% | |
| Fidelity FID CONTRAFUND | Mutual Funds | — | — | $299K | 1.0% | |
| Fidelity FID STRATEGIC INCOME | Mutual Funds | — | — | $116K | 0.4% | |
| Harbor CAP APP INST | Other securities | — | — | $94K | 0.3% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $55K | 0.2% | |
| BlackRock BLKRK 80 20 TG ALL C INS | Other securities | — | — | $55K | 0.2% | |
| Fidelity FID INTL SMALL CAP | Mutual Funds | — | — | $42K | 0.1% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $36K | 0.1% | |
| Fidelity FID EMERGING MKTS K | Mutual Funds | — | — | $31K | 0.1% | |
| Alliance Bernstein AB SM CAP GR Z | Other securities | — | — | $24K | <0.1% | |
| Carillon Eagle CRLN E MID CAP GR R5 | Other securities | — | — | $18K | <0.1% | |
| Vanguard VANG SMCPVL IDX ADM | Common Collective Trusts | — | — | $15K | <0.1% | |
| BlackRock BLKRK 60 40 TG ALL C INS | Other securities | — | — | $14K | <0.1% | |
| John Hancock JH BOND FUND CLASS R6 | Other securities | — | — | $5K | <0.1% | |
| BlackRock BLKRK 60 40 TG ALL INS SH | Other securities | — | — | $4K | <0.1% | |
| JPMorgan JPM MIDCAP VALUE R6 | Other securities | — | — | $2K | <0.1% | |
| Fidelity FID LP STK K6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 46-2619997 |
| — |
| ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES | 52-1053785 | — | TPA | $7K | — |
| BLUE RIDGE ASSOCIATES | 13-4238973 | — | TPA | $562 | — |
