How big is Arrow Point Wealth Management's plan?

Arrow Point Wealth Management's plan reported $508K in assets and 4 participants for 2024.

Original filing (PDF)20250616154625NAL0001774112001

Arrow Point Wealth Management

Name: Arrow Point Wealth Management — Arrow Point Wealth, Form 5500 (2024)
Creator: Arrow Point Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arrow Point Wealth Management 401(k) Plan

401(k) retirement plan · Arrow Point Wealth Management's Arrow Point Wealth Management 401(k) Plan held $508K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$508K

Net assets (EOY)

$508K

Plan identifiers

Arrow Point Wealth Management's EIN is 85-1180454.

EIN 85-1180454

Plan number 002

Plan year 2024

ACK ID 20250616154625NAL0001774112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Arrow Point Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Arrow Point Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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