Plan Ledger DOL Form 5500 · updated monthly

Arrow Strategies, LLC401(k)

ARROW STRATEGIES 401(K) PLAN · ROYAL OAK, MI · plan year 2024

Reported admin expense ratio · 2024
0.54%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Arrow Strategies, LLC reported $33,963 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $415 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.80% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Michigan (1,818th of 2,619), and the 1,243rd of 2,534 in administrative & support services. In 2024, employees put in $10.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,819,397
Participants with balances280
Active participants206
Employer contributions$85,400
Employee contributions$912,691
Employer contribution per active participant$415
Average account balance$24,355
Benefits paid to participants$623,683
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 280 accts · $85K emplr
2023$5.7M · 270 accts · $67K emplr
2022$4.9M · 243 accts · $48K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,963
Total administrative$33,963
The Arrow Strategies, LLC 401(k) match · 2024
Employer contribution per active participant$415
Median for plans this size$1,313
2024$415 per active participant
2023$314 per active participant
2022$242 per active participant

Arrow Strategies, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$33,963
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP, Bank of America / Merrill

This plan has changed recordkeepers within these filings. If you left Arrow Strategies, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,963 · 0.54%
2023$30,679 · 0.58%
2022$41,651 · 0.80%
Same employer
Similar plansAdministrative & Support Services · Michigan
Kobe Steel USA Inc. MI$7.9M · 0.69%
Blue Chip Talent MI$7.9M · 0.40%
Copper Hill Inc. MI$6.2M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352163455 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.