Arm, Inc. 401(K) Savings Plan — Form 5500 plan (Arm, 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, Arm, Inc. 401(K) Savings Plan is a benefit plan reported by Arm, Inc. under EIN 98-0443443 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,704 participants and $429,354,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arm, Inc.
EIN
98-0443443
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
1,704
End-of-year plan assets
$429,354,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,704H, C20241009120314NAL0031096640008

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$429,354,281
Net assets (EOY)
$429,354,281
Net assets (BOY)
$337,297,114

Income & contributions

Employer contributions
$14,519,310
Participant contributions
$27,889,869
Total contributions
$45,376,332
Total income / additions
$114,380,894

Expenses & distributions

Benefits paid
$21,917,191
Administrative expenses
$259,498
Total expenses
$22,323,727
Net increase / (decrease)
$92,057,167

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$143,371not reported in the loaded dataset2023
Capfinancial Partners LLCNONE$76,505not reported in the loaded dataset2023
Maxwell Locke & Ritter LlpNONE$34,000not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$310$02023

Related Form 5500 pages