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Original filing (PDF)20231010164903NAL0019248451001
ARROW MOVING & STORAGE
Form 5500
FILING_RECEIVED
ARROW MOVING & STORAGE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
125
Accounts w/ balance
74
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
1 collective trust
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)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARROW MOVING & STORAGE.
Plan sponsor
Name
ARROW MOVING & STORAGE
EIN
83-0316341
Address
2885 JANITELL ROAD · COLORADO SPRINGS, CO · 80906
Phone
(719) 527-0616
Industry
Transportation & Warehousingsee all
Plan administrator
Name
ARROW MOVING & STORAGE, INC.
EIN
83-0316341
City
COLORADO SPRINGS, CO
Phone
(719) 527-0616
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
SSA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL BENEFIT SERVICES, INC. | 93-0998477 | SALEM, OR | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JW COLE FINANCIAL | — | TAMPA, FL | MONEY MANAGER | $0 | — |
Investments
1 pooled fund· $2.5M(89% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERITAS SEPARATE ACCOUNT D AMERITAS LIFE INSURANCE CORP. · EIN 47-0098400 / PN 001 | Pooled Separate Account | $2.5M | 89.2% |
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