Arm, Inc. 401(k) Savings Plan
Sponsored by Arm, Inc. · EIN 980443443 · Plan #001
- Total assets
- $533M
- Net assets
- $533M
- Active participants
- 1,539
- With balances
- 2,082
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $147,911 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $60,383 |
| Morningstar Inc | Investment management, Direct payment from the plan | $10,336 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $894 |