Arrowood Indemnity 401(k) match, vesting and fees
What Arrowood Indemnity's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Arrowood Indemnity: employer contribution per participant | $1,336 | |
| Peer median | $3,122 |
| Arrowood Indemnity: average balance | $333,685 | |
| Peer median | $111,687 |
| Arrowood Indemnity: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $200M at the end of plan year 2021 to $119M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 359 | $119M | $477K | $1,336 | 0.06% | Not published | Form 5500 ↗ |
| 2024 | 394 | $113M | $553K | $1,412 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 533 | $148M | $687K | $1,297 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 617 | $159M | $1.2M | $1,945 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 661 | $200M | $1.1M | $1,740 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Arrowood Indemnity match 401(k) contributions?
The match terms for the The 401(k) Plan of Arrowood Indemnity Company have not been published from its filing yet. The plan year 2025 filing reports $477K in employer contributions, about $1,336 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Arrowood Indemnity 401(k) match vested?
The vesting schedule for the The 401(k) Plan of Arrowood Indemnity Company is not in the data published so far. Your Summary Plan Description states it.
Who manages the Arrowood Indemnity 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Arrowood Indemnity Company.
I left Arrowood Indemnity. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Arrowood Indemnity Company, (704) 522-2000) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Arrowood Indemnity old 401(k) page lists the contacts from every plan filing. Find an old Arrowood Indemnity 401(k)
Data from the public Form 5500 annual reports Arrowood Indemnity filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Arrowood Indemnity. Not financial advice. Report a correction · Methodology