How big is Arrow CPAS LLC's plan?

Arrow CPAS LLC's plan reported $1.1M in assets and 17 participants for 2025.

Original filing (PDF)20260311205245NAL0005961667001

Arrow CPAS LLC

Name: Arrow CPAS LLC — Arrow CPAS LLC 401(k) Plan, Form 5500 (2025)
Creator: Arrow CPAS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arrow CPAS LLC 401(k) Plan

401(k) retirement plan · Arrow CPAS LLC's Arrow CPAS LLC 401(k) Plan held $1.1M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Vicki Buening signed Arrow CPAS LLC's 2025 Form 5500 as plan administrator.

Vicki Buening — 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 CPAS LLC's EIN is 92-0431676.

EIN 92-0431676

Plan number 001

Plan year 2025

ACK ID 20260311205245NAL0005961667001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Arrow CPAS LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ARROW CPAS LLC

EIN

all filings

Address

6411 MINERAL POINT RD · SUITE 111 · MADISON, WI · 53705

Phone

(608) 442-3838

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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