Kimberly Knapp signed Arrow Strategies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arrow Strategies, LLC's EIN is 35-2163455.
Download the official 2024 Form 5500 (PDF) for Arrow Strategies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arrow Strategies, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $34K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $2.1M | 30.2% | |
| BLACKROCK CAP APPRECIATION A | Registered Investment Companies | — | — | $1.1M | 16.1% | |
| COLUMBIA LG CAP IDX A | Registered Investment Companies | — | — | $673K | 9.9% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $341K | 5.0% | |
| PUTNAM STABLE VALUE FUND -50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $272K | 4.0% | |
| INVESCO EQUITY AND INCOME A | Registered Investment Companies | — | — | $264K | 3.9% | |
| JOHN HANCOCK DISC VALUE R2 | Registered Investment Companies | — | — | $248K | 3.6% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $218K | 3.2% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $176K | 2.6% | |
| BLACKROCK TOTAL RETURN - A | Registered Investment Companies | — | — | $173K | 2.5% | |
| INVESCO DISC MD CAP GRTH A | Registered Investment Companies | — | — | $162K | 2.4% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $137K | 2.0% | |
| UNDSCVRD MNGRS BEH VAL R5 | Registered Investment Companies | — | — | $115K | 1.7% | |
| BLACKROCK HIGH YIELD INV A | Registered Investment Companies | — | — | $111K | 1.6% | |
| VAN ECK CM COMMODITY INDEX A | Registered Investment Companies | — | — | $102K | 1.5% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $90K | 1.3% | |
| COLUMBIA EMERGING MARKETS A | Registered Investment Companies | — | — | $77K | 1.1% | |
| HARBOR MID CAP VAL - ADMIN | Registered Investment Companies | — | — | $73K | 1.1% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $71K | 1.0% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $67K | 1.0% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $66K | 1.0% | |
| CLEARBRIDGE SMALL CAP GROWTH A | Registered Investment Companies | — | — | $64K | 0.9% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $42K | 0.6% | |
| BLK IMPACT MORTGAGE FD INV A | Registered Investment Companies | — | — | $37K | 0.5% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $23K | 0.3% | |
| AMERFDS 2020 TARG DATE RET-R3 | Registered Investment Companies | — | — | $13K | 0.2% | |
| BLK LP INDEX RET FUND - INV A | Registered Investment Companies | — | — | $13K | 0.2% | |
| TEMPLETON FOREIGN FUND - A | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2K | <0.1% | |
| LORD ABBETT BOND DEBENTURE R4 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISOR |
| $0 |
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