AUMdb

Arrow Tru Line, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Arrow Tru Line, Inc. · EIN 421346001 · Plan #001

Total assets
$21.2M
Net assets
$21.2M
Active participants
213
With balances
247

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Osaic Wealth Inc Investment advisory (plan) $49,980
Empower Annuity Insurance Company O Recordkeeping fees $31,272
Envestnet Retirement Solutions, Llc Other fees $3,025
Empower Advisory Group, Llc Investment management $1,907