AUMdb

Arrowhead Promotion & Fulfillment Co., Inc. 401(k) Plan

Sponsored by Arrowhead Promotion & Fulfillment Co., Inc. · EIN 411446101 · Plan #001

Total assets
$8.0M
Net assets
$8.0M
Active participants
150
With balances
142

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward D. Jones & Co., L.P. Investment advisory (participants) $25,984
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $1,784
Wilshire Associates Inc. Investment advisory (participants) $1,485