Plan Ledger DOL Form 5500 · updated monthly

Arrowhead Pharmaceuticals, Inc.401(k)

ARROWHEAD 401(K) PLAN AND TRUST · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Arrowhead Pharmaceuticals, Inc. reported $115,774 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $5,631 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 0.31% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,521st-largest of 9,483 plans among California employers on file, and the 264th of 2,534 in administrative & support services. In 2024, employees put in $2.12 for every $1.00 the employer contributed; active participation has grown from 428 to 611 since 2022.

Plan summary
Net assets, end of year$60,304,173
Participants with balances709
Active participants611
Employer contributions$3,440,394
Employee contributions$7,306,311
Employer contribution per active participant$5,631
Average account balance$85,055
Benefits paid to participants$3,637,238
Plan auditUnmodified (clean) audit opinion
AuditorROSE, SNYDER & JACOBS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$60.3M · 709 accts · $3.4M emplr
2023$44.0M · 608 accts · $2.4M emplr
2022$29.4M · 489 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,256
Investment management$57,518
Total administrative$115,774
The Arrowhead Pharmaceuticals, Inc. 401(k) match · 2024
Employer contribution per active participant$5,631
Median for plans this size$3,635
2024$5,631 per active participant
2023$4,325 per active participant
2022$4,305 per active participant

Arrowhead Pharmaceuticals, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$58,256
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$32,424
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$25,094

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

Administrative cost history3
2024$115,774 · 0.22%
2023$91,627 · 0.25%
2022$88,577 · 0.31%
Similar plansAdministrative & Support Services · California
Staffpay, Inc. CA$66.3M · 0.63%
Sbm Management Services, LP CA$65.0M · 0.40%
Cryogenic Industries, Inc. CA$63.7M · 0.07%
Greenwaste Recovery, Inc. CA$61.8M · 0.40%
Ati Payroll Services, LLC CA$55.6M · 0.25%
Family Tree Service, Inc. CA$46.6M · 0.04%
Cr&R Incorporated CA$46.0M · 0.33%
E.J.Harrison & Sons, Inc. CA$45.8M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 460408024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.