How big is Arrowhead Asset Services, LLC's plan?

Arrowhead Asset Services, LLC's plan reported $67K in assets and 12 participants for 2024.

Original filing (PDF)20250701151919NAL0029888706001

Arrowhead Asset Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Arrowhead Asset Services, LLC 401(k) Plan

401(k) retirement plan · Arrowhead Asset Services, LLC's Arrowhead Asset Services, LLC 401(k) Plan held $67K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

People on this filing

AMY Shaub signed Arrowhead Asset Services, LLC's 2024 Form 5500 as plan administrator.

AMY Shaub — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Arrowhead Asset Services, LLC's EIN is 47-3860496.

EIN 47-3860496

Plan number 001

Plan year 2024

ACK ID 20250701151919NAL0029888706001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Arrowhead Asset Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, 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 ASSET SERVICES, LLC.

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Plan health score

Above-average plan

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