Plan5500

Arrowhead Engineered Products 401(K) Plan — Form 5500 plan (Aep Holdings, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Arrowhead Engineered Products 401(K) Plan is a benefit plan reported by Aep Holdings, Inc. under EIN 80-0762958 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,118 participants and $47,682,472 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aep Holdings, Inc.
EIN
80-0762958
Plan number
001
Plan type
2
Location
Blaine, MN
Latest filing year
2023
Participants
1,118
End-of-year plan assets
$47,682,472

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,118H, C20241220152740NAL0003999107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,682,472
Total liabilities (EOY)
$0
Net assets (EOY)
$47,682,472
Net assets (BOY)
$28,066,721

Income & contributions

Employer contributions
$1,766,619
Participant contributions
$4,014,801
Total contributions
$6,624,935
Total income / additions
$13,985,353

Expenses & distributions

Benefits paid
$10,489,816
Administrative expenses
$137,334
Total expenses
$10,715,130
Net increase / (decrease)
$3,270,223

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$81,156$02023
Ifp Advisors, Inc.NONE$55,802not reported in the loaded dataset2023

Related Form 5500 pages