How big is Arrowhead Wealth Partners, LLC's plan?

Arrowhead Wealth Partners, LLC's plan reported $1.4M in assets and 4 participants for 2025.

Original filing (PDF)20260414181153NAL0018914065001

Arrowhead Wealth Partners, LLC

Name: Arrowhead Wealth Partners, LLC — Arrowhead Wealth, Form 5500 (2025)
Creator: Arrowhead Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arrowhead Wealth Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Arrowhead Wealth Partners, LLC's Arrowhead Wealth Partners, LLC 401(k) Profit Sharing Plan held $1.4M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Arrowhead Wealth Partners, LLC's EIN is 87-3286723.

EIN 87-3286723

Plan number 001

Plan year 2025

ACK ID 20260414181153NAL0018914065001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Arrowhead Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Arrowhead Wealth Partners, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARROWHEAD WEALTH PARTNERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ARROWHEAD WEALTH PARTNERS, LLC

EIN

all filings

Address

7111 WEST BELL ROAD, SUITE 106 · GLENDALE, AZ · 85308

Phone

(623) 440-1771

Industry

Finance & Insurance

Plan administrator