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Original filing (PDF)20230825134446NAL0000755121001
BROKEN ARROW INCORPORATED
Form 5500
FILING_RECEIVED
THE FORESIGHT MEP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
83
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
Plan health score (directional)
90
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 68% 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.
- Below-peer total fees (24 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROKEN ARROW INCORPORATED.
Plan sponsor
Name
BROKEN ARROW INCORPORATED
EIN
87-0302821
Address
8960 CLINTON LANDING ROAD · LAKE POINT, UT · 84074
Phone
(435) 882-3942
Industry
Constructionsee all
Plan administrator
Name
FORESIGHT WEALTH MANAGEMENT
EIN
27-2830751
City
DRAPER, UT
Phone
(801) 462-2200
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-08-25
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
JONES SIMKINS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORESIGHT WEALTH MANAGEMENT | 27-2830751 | — | INVESTMENT ADVISOR | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKY MOUNTAIN EMPLOYEE BENEFITS | 87-0364490 | SALT LAKE CITY, UT | THIRD-PARTY ADMIN. | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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