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Original filing (PDF)20251015085840NAL0008430882001
ARVEST BANK
Form 5500
FILING_RECEIVED
ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,248
Accounts w/ balance
7,993
Plan assets (EOY)
$925.8M
Net assets (EOY)
$925.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARVEST BANK.
Plan sponsor
Name
ARVEST BANK
EIN
71-0118700
Address
921 W. MONROE · LOWELL, AR · 72745
Phone
(479) 750-6080
Industry
Commercial Banking· Finance & Insurancesee 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
2025-10-15
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
Audit & trust (Schedule H)
Auditor
S.F. FISER AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | NONE | $261K | — |
| MORNINGSTAR | 36-3297908 | — | NONE | $26K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | NONE | $0 | — |
Investments
18 direct securities · 15 pooled funds· $894.7M(97% 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
$498.5M
18 holdings
Common Collective Trust
$377.1M
14 holdings
Pooled Separate Account
$19.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $91.2M | 9.8% | |
| Fidelity Contra fund K6 | — | — | — | $79.0M | 8.5% | |
| FIAM TARGET DATE 2045 FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $49.2M | 5.3% | |
| FIAM TARGET DATE 2040 FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $48.7M | 5.3% | |
| FIAM TARGET DATE 2035 FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $48.2M | 5.2% | |
| FIAM TARGET DATE 2050 FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $46.5M | 5.0% | |
| Invesco Treas Short Term Inv | — | — | — | $45.7M | 4.9% | |
| T Rowe Price T Rowe Price Div Mid Cap | — | — | — | $43.6M | 4.7% | |
| FIAM TARGET DATE 2030 FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $38.2M | 4.1% | |
| FIAM TARGET DATE 2055 FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $36.9M | 4.0% | |
| FIAM TARGET DATE 2025 FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $33.7M | 3.6% | |
| FIAM TARGET DATE 2060 FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $31.9M | 3.4% | |
| Vanguard International Growth Fund | — | — | — | $30.2M | 3.3% | |
| Vanguard S&P Mid Cap 400 Fund | — | — | — | $28.1M | 3.0% | |
| Janus JH Growth & Income Fund | — | — | — | $27.9M | 3.0% | |
| ABG - EMPLOYEE BENEFIT BOND FUND ARVEST BANK · EIN 71-0118700 / PN 001 | Common Collective Trust | — | — | $24.9M | 2.7% | |
| Vanguard Equity Income Admiral | — | — | — | $24.5M | 2.6% | |
| American Century Small Cap Growth | — | — | — | $23.4M | 2.5% | |
| Vanguard SM Cap Value Index | — | — | — | $20.4M | 2.2% | |
| VOYA STABLE VALUE SEPARATE ACCT 734 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 007 | Pooled Separate Account | — | — | $19.1M | 2.1% | |
| Schwab Fundamental International LG CO Index Fund | — | — | — | $17.2M | 1.9% | |
| Arvest Bank Group, Inc. Arvest Bank Group, Inc Non-voting Com Stk Class B | — | — | — | $15.2M | 1.6% | |
| Arvest Participant Loans Interest rates from 3.00% to 9.50% | — | — | — | $14.2M | 1.5% | |
| JP Morgan JP Morgan TR II Core Plus Bd | — | — | — | $12.9M | 1.4% | |
| FIAM TARGET DATE 2020 FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $12.8M | 1.4% | |
| Lord, Abbett & Co. Lord Abbett Bond-Deb | — | — | — | $10.5M | 1.1% | |
| DFA Real Estate Sec Fund | — | — | — | $8.2M | 0.9% | |
| Fidelity Inflation PR Bond Index | — | — | — | $4.8M | 0.5% | |
| FIAM TARGET DATE 2015 FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $3.3M | 0.4% | |
| FIDELITY FREEDOM BLEND INCOME FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $2.1M | 0.2% | |
| Arvest Bank Group, Inc. Cash Component of Arvest Stock | — | — | — | $1.5M | 0.2% | |
| FIAM TARGET DATE 2010 FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $611K | <0.1% | |
| FIAM TARGET DATE 2005 FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |