Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ARROWHEAD INVESTMENTS, LLC
EIN 04-3544520Agriculture, Forestry, Fishing and HuntingLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
9
9 WAMPANOAG WAY - NANTUCKET, MA 02554508-228-1961
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ARROWHEAD INVESTMENTS, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ARROWHEAD INVESTMENTS, LLC 401(K) PLAN
401k
Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ARROWHEAD INVESTMENTS, LLC DEFINED BENEFIT PLAN | TraditionalDB | $3.6M | 4 | 2025 | |
| 002 | ARROWHEAD INVESTMENTS, LLC 401(K) PLAN | 401k | $1.2M | 5 | 2024 |
Retirement plans