How big is Arrow Portfolio Services LLC's plan?

Arrow Portfolio Services LLC's plan reported $148K in assets and 12 participants for 2024.

Original filing (PDF)20250822143856NAL0009348336001

Arrow Portfolio Services LLC

Name: Arrow Portfolio Services LLC — Arrow Portfolio, Form 5500 (2024)
Creator: Arrow Portfolio Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arrow Portfolio Services LLC 401(k) Plan

401(k) retirement plan · Arrow Portfolio Services LLC's Arrow Portfolio Services LLC 401(k) Plan held $148K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$148K

Net assets (EOY)

$148K

People on this filing

Andrew Sinclair signed Arrow Portfolio Services LLC's 2024 Form 5500 as plan administrator.

Andrew Sinclair — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Arrow Portfolio Services LLC's EIN is 84-2512582.

EIN 84-2512582

Plan number 001

Plan year 2024

ACK ID 20250822143856NAL0009348336001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Arrow Portfolio Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Arrow Portfolio Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARROW PORTFOLIO SERVICES LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score