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Original filing (PDF)20250930152318NAL0012466113001
ARCTIC WOLF NETWORKS, INC.
Form 5500
FILING_RECEIVED
ARCTIC WOLF NETWORKS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,437
Accounts w/ balance
1,423
Plan assets (EOY)
$88.7M
Net assets (EOY)
$88.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 34 bps in Schedule C fees — 110% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCTIC WOLF NETWORKS, INC..
Plan sponsor
Name
ARCTIC WOLF NETWORKS, INC.
EIN
45-5078111
Address
8939 COLUMBINE RD, UNIT 150 · EDEN PRAIRIE, MN · 55347
Phone
(612) 852-4876
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $180K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYS FINANCIAL GROUP | 41-1931920 | — | ADVISOR | $96K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | 39-0859910 | — | ACCOUNTANT\AUDITOR | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | OTHER SERVICE | $0 | — |
Investments
28 direct securities · 1 pooled fund· $89.1M(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
$88.7M
28 holdings
Common Collective Trust
$396K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2055 Fund Class K N/R | — | — | — | $13.0M | 14.7% | |
| BlackRock LifePath Index 2050 Fund Class K N/R | — | — | — | $12.5M | 14.1% | |
| BlackRock LifePath Index 2060 Fund Class K N/R | — | — | — | $11.7M | 13.2% | |
| Fidelity 500 Index N/R | — | — | — | $10.6M | 11.9% | |
| BlackRock LifePath Index 2045 Fund Class K N/R | — | — | — | $7.0M | 7.9% | |
| Fidelity Blue Chip Growth Fund Class K N/R | — | — | — | $6.2M | 7.0% | |
| BlackRock LifePath Index 2040 Fund Class K N/R | — | — | — | $5.7M | 6.4% | |
| BlackRock LifePath Index 2035 Fund Class K N/R | — | — | — | $4.0M | 4.5% | |
| Columbia Global Technology Growth Fund Institutional 3 Class N/R | — | — | — | $2.2M | 2.5% | |
| Fund JPMorgan US Value Fund Class R6 N/R | — | — | — | $2.1M | 2.4% | |
| Fidelity Mid Cap Index N/R | — | — | — | $1.9M | 2.1% | |
| American Funds New Fund Class R-6 N/R | — | — | — | $1.7M | 1.9% | |
| Class K BlackRock LifePath Index 2030 Fund Class K N/R | — | — | — | $1.6M | 1.8% | |
| Fidelity International Capital Appreciation K6 N/R | — | — | — | $1.2M | 1.4% | |
| Fidelity Small Cap Index N/R | — | — | — | $1.2M | 1.4% | |
| Fidelity US Bond Index N/R | — | — | — | $892K | 1.0% | |
| MFS Mid Cap Growth Fund Class R6 N/R | — | — | — | $714K | 0.8% | |
| BlackRock LifePath Index Retirement Fund N/R | — | — | — | $629K | 0.7% | |
| Participant Loans Interest rates: 4.25%-9.50% $0 | — | — | — | $611K | 0.7% | |
| AB Small Cap Growth Portfolio Class Z N/R | — | — | — | $569K | 0.6% | |
| PGIM High Yield Fund Class R6 N/R | — | — | — | $485K | 0.5% | |
| MFS Mid Cap Value Fund Class R6 N/R | — | — | — | $455K | 0.5% | |
| Janus Henderson Overseas Fund Class N N/R | — | — | — | $427K | 0.5% | |
| Galliard Stable Return Fund C N/R | — | — | — | $396K | 0.4% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $396K | 0.4% | |
| Perspective Janus Henderson Balanced Fund Class N N/R | — | — | — | $375K | 0.4% | |
| Fidelity Real Estate Investment N/R | — | — | — | $334K | 0.4% | |
| BlackRock Total Return Fund Class K N/R | — | — | — | $187K | 0.2% | |
| Fidelity Government Money Market Fund N/R | — | — | — | $13K | <0.1% |
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