Original filing (PDF)20250701174957NAL0012362737001

ARROWMAKER GROUP , INC.

Name: ARROWMAKER GROUP , INC. — ARROWMAKER GROUP , INC. 401(K) PLAN, Form 5500 (2023)
Creator: ARROWMAKER GROUP , INC.

Form 5500

FILING_RECEIVED

ARROWMAKER GROUP , INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 7.5 mo

Active participants

Accounts w/ balance

100

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Filed 7.5 months past the 10.5-month grace window.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Below-peer total fees (22 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARROWMAKER GROUP , INC..

Plan sponsor

Name

ARROWMAKER GROUP , INC.

EIN

81-0973378

Address

12821 OLD FORT RD, SUITE 302 · FORT WASHINGTON, MD · 20744

Phone

(301) 203-0774

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-07-01

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

SAGGAR & ROSENBERG, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$2K	—
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	RECORD KEEPER	$1K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS FIN	36-4019175	—	NONE	$9K	—

Investments

2 pooled funds· $111(0% 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.

Common Collective Trust

$111

1 holding

Pooled Separate Account

1 holding

Investment	Type	Current value	% of plan
PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	$111	<0.1%
SEPARATE ACCOUNT II AMERICAN LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	$0	<0.1%