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Original filing (PDF)20250731154320NAL0003203651001
ARROW EXTERMINATORS, INC.
Form 5500
FILING_RECEIVED
ARROW EXTERMINATORS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,251
Accounts w/ balance
3,295
Plan assets (EOY)
$56.9M
Net assets (EOY)
$56.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 73 bps in Schedule C fees — 356% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARROW EXTERMINATORS, INC..
Plan sponsor
Name
ARROW EXTERMINATORS, INC.
EIN
58-1024782
Address
8613 ROSWELL ROAD, NE · ATLANTA, GA · 30350
Phone
(770) 552-5836
Industry
Admin Support & Waste Mgmtsee 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
2025-07-31
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)
Audit & trust (Schedule H)
Auditor
SMITH AND HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | — | CONTRACT ADMIN | $349K | — |
| ERISA SERVICES, INC. | 62-1200951 | — | CONTRACT ADMIN | $66K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
27 direct securities · 1 pooled fund· $108.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$55.1M
27 holdings
Pooled Separate Account
$53.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL GUARANTEED PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $53.8M | 94.5% | |
| Fidelity Frdm Idx 2035 Ins pre | — | — | $0 | $7.4M | 13.1% | |
| Fidelity Frdm Idx 2045 Ins pre | — | — | $0 | $6.8M | 12.0% | |
| Fidelity Frdm Idx 2030 Ins pre | — | — | $0 | $5.6M | 9.9% | |
| Fidelity Frdm Idx 2040 Ins pre | — | — | $0 | $5.3M | 9.3% | |
| Fidelity Frdm Idx 2025 Ins pre | — | — | $0 | $4.8M | 8.4% | |
| Fidelity Frdm Idx 2050 Ins pre | — | — | $0 | $3.4M | 5.9% | |
| Fidelity Frdm Idx 2055 Ins pre | — | — | $0 | $3.4M | 5.9% | |
| Fidelity 500 Index Fund | — | — | $0 | $2.5M | 4.3% | |
| Fidelity Frdm Idx 2060 Ins pre | — | — | $0 | $2.0M | 3.5% | |
| Fidelity Frdm Idx 2020 Ins pre | — | — | $0 | $1.9M | 3.4% | |
| Vgd Ttl Intl Stk Idx Adm Fd | — | — | $0 | $1.8M | 3.2% | |
| Fid Lc Gr Index Fund | — | — | $0 | $1.3M | 2.3% | |
| Principal Guaranteed Option | — | — | $0 | $1.3M | 2.2% | |
| Hartford Dvdnd and Grwth R6 Fd | — | — | $0 | $1.2M | 2.1% | |
| Fidelity US Bond Index Fund | — | — | $0 | $1.1M | 2.0% | |
| Vanguard Sm Cap Index Adm Fund | — | — | $0 | $1.1M | 1.9% | |
| Fidelity Frdm Idx 2015 Ins pre | — | — | $0 | $1.0M | 1.8% | |
| Fidelity Frdm Idx 2065 Ins pre | — | — | $0 | $790K | 1.4% | |
| Vanguard Mid Cap Index Adm Fd | — | — | $0 | $782K | 1.4% | |
| PIMCO Re Real Ret Strat I Fd | — | — | $0 | $346K | 0.6% | |
| AQR Risk Blncd Com Strat R6 Fd | — | — | $0 | $278K | 0.5% | |
| Fid Adv High Inc Advant Z Fund | — | — | $0 | $210K | 0.4% | |
| Lord Abbett Bd Debenture R6 Fd | — | — | $0 | $192K | 0.3% | |
| Fidelity Frdm Idx 2010 Ins pre | — | — | $0 | $190K | 0.3% | |
| American Funds NewWorld R6 | — | — | $0 | $182K | 0.3% | |
| Allspring Spec M Cap Value R6 | — | — | $0 | $180K | 0.3% | |
| Fidelity Frdm Idx inc ins prem | — | — | $0 | $12K | <0.1% |