Original filing (PDF)20240924163819NAL0026687218001

ARROYO CAPITAL PARTNERS, LLC

Name: ARROYO CAPITAL PARTNERS, LLC — ARROYO CAPITAL PARTNERS LLC 401K PLAN, Form 5500 (2023)
Creator: ARROYO CAPITAL PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

ARROYO CAPITAL PARTNERS LLC 401K PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARROYO CAPITAL PARTNERS, LLC.

Plan sponsor

Name

ARROYO CAPITAL PARTNERS, LLC

EIN

84-1870326

Address

482 SOUTH ARROYO PARKWAY, SUITE 210 · PASADENA, CA · 91105

Phone

(626) 689-7757

Industry

Finance & Insurancesee 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

2024-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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