Original filing (PDF)20250703072957NAL0000169331001

ARROW GEAR LLC

Name: ARROW GEAR LLC — ARROW GEAR INCENTIVE SAVINGS PLAN, Form 5500 (2024)
Creator: ARROW GEAR LLC

Form 5500

FILING_RECEIVED

ARROW GEAR INCENTIVE SAVINGS PLAN

401(k) retirement plan

Active participants

161

Accounts w/ balance

205

Plan assets (EOY)

$21.9M

Net assets (EOY)

$21.9M

How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (3 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARROW GEAR LLC.

Plan sponsor

Name

ARROW GEAR LLC

EIN

36-2343766

Address

11207 14TH AVENUE · COLLEGE POINT, NY · 11356

Phone

(630) 969-7640

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

TMI CPA PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$6K	—

Investments

40 direct securities · 1 pooled fund· $24.4M(100% of reported assets)

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.

Uncategorized

$22.2M

40 holdings

Common Collective Trust

$2.2M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds 2030 Target R6 Mutual Fund -	—	—	—	$4.2M	19.3%
PUTNAM STABLE VALUE FUND CLASS 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$2.2M	9.9%
ACCRUED INCOME ACCRUED INCOME 28 PUTNAM STABLE VALUE FUND 20 COMMON / COLLECTIVE TRUSTS	—	—	$2.1M	$2.1M	9.6%
American Funds 2020 Target R6 Mutual Fund -	—	—	—	$1.9M	8.6%
American Funds 2050 Target R6 Mutual Fund -	—	—	—	$1.8M	8.1%
American Funds 2040 Target R6 Mutual Fund -	—	—	—	$1.4M	6.4%
JP Morgan Growth Adv Fund R6 Mutual Fund -	—	—	—	$1.4M	6.3%
IShares S&P 500 Index Fund CL K Mutual Fund -	—	—	—	$1.4M	6.3%
iShares Russell 2000 Smal Cap K Mutual Fund -	—	—	—	$697K	3.2%
iShares Russell Mid-Cap Index K Mutual Fund -	—	—	—	$686K	3.1%
Notes Receivable from Participants Interest rates ranging from -	—	—	—	$554K	2.5%
LOAN FUND LOANS	—	—	$546K	$546K	2.5%
American Funds 2025 Target R6 Mutual Fund -	—	—	—	$494K	2.3%
Invesco Oppenheimer Intl Growth R6 Mutual Fund -	—	—	—	$472K	2.2%
Voya Intermediate Bond Fund R6 Mutual Fund -	—	—	—	$364K	1.7%
American Mutual Fund CL R6 Mutual Fund -	—	—	—	$337K	1.5%
American Balanced Fund CL R6 Mutual Fund -	—	—	—	$330K	1.5%
Neuberger Berman CL Instl Mutual Fund -	—	—	—	$281K	1.3%
American Funds 2035 Target R6 Mutual Fund -	—	—	—	$259K	1.2%
American Funds 2060 Target R6 Mutual Fund -	—	—	—	$257K	1.2%
Voya Intermediate Bond Fund R6 GM Mutual Fund -	—	—	—	$253K	1.2%
JOHN HANCOCK DISCIPLIND VAL R6 MUTUAL FUNDS	—	—	$206K	$234K	1.1%
American Funds 2055 Target R6 Mutual Fund -	—	—	—	$227K	1.0%
John Hancock Disciplined Value R6 GM Mutual Fund -	—	—	—	$221K	1.0%
American Funds 2045 Target R6 Mutual Fund -	—	—	—	$196K	0.9%
Macquarie Mid Cap Growth Fund I GM Mutual Fund -	—	—	—	$194K	0.9%
Janus Henderson Global Equity N Mutual Fund - 184 Janus Henderson Global Equity N Gm Mutual Fund -	—	—	$187K	$185K	0.8%
JP Morgan Growth Adv Fund R6 GM Mutual Fund -	—	—	—	$179K	0.8%
Invesco Oppenheimer Intl Growth R6 GM Mutual Fund -	—	—	—	$162K	0.7%
Neuberger Berman CL Instl GM Mutual Fund -	—	—	—	$158K	0.7%
JP Morgan Government Bond R6 GM Mutual Fund -	—	—	—	$124K	0.6%
Clearbridge Small Cap Growth IS Mutual Fund -	—	—	—	$115K	0.5%
American Funds 2010 Target R6 Mutual Fund -	—	—	—	$114K	0.5%
Macquarie Mid Cap Growth Fund CL I Mutual Fund -	—	—	—	$102K	0.5%
IShares S&P 500 Index Fund CL K GM Mutual Fund -	—	—	—	$77K	0.3%
JP Morgan Government Bond R6 Mutual Fund -	—	—	—	$73K	0.3%
PUTNAM STABLE VALUE FUND 20 GM COMMON / COLLECTIVE TRUSTS	—	—	$59K	$59K	0.3%
Lord Abbett Short Duration R6 Mutual Fund -	—	—	—	$58K	0.3%
American Balanced Fund Cl R6 Mutual Fund -	—	—	—	$25K	0.1%
JP Morgan Emerging Markets Eqt R6 Mutual Fund -	—	—	—	$5K	<0.1%
Franklin Small Cap Value Fund R6 Mutual Fund -	—	—	—	$1K	<0.1%