Arrowhead Investments, LLC

Form 5500

ARROWHEAD INVESTMENTS, LLC

9 Wampanoag Way, Nantucket, Ma 02554 (508) 228-1961 EIN:04-3544520 Plan Admin:David Lombardi

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameARROWHEAD INVESTMENTS, LLC DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,834,887 / $2,411,510	2023	ARROWHEAD INVESTMENTS, LLC DEFINED BENEFIT PLAN - Plan #001	3 / 3	$1,834,887 / $2,411,510
2023	Plan NameARROWHEAD INVESTMENTS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$666,574 / $895,119	2023	ARROWHEAD INVESTMENTS, LLC 401(K) PLAN - Plan #002	4 / 4	$666,574 / $895,119
2022	Plan NameARROWHEAD INVESTMENTS, LLC DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$1,409,383 / $1,834,887	2022	ARROWHEAD INVESTMENTS, LLC DEFINED BENEFIT PLAN - Plan #001	4 / 3	$1,409,383 / $1,834,887
2022	Plan NameARROWHEAD INVESTMENTS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$639,470 / $666,574	2022	ARROWHEAD INVESTMENTS, LLC 401(K) PLAN - Plan #002	4 / 4	$639,470 / $666,574
2021	Plan NameARROWHEAD INVESTMENTS, LLC DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,125,287 / $1,409,383	2021	ARROWHEAD INVESTMENTS, LLC DEFINED BENEFIT PLAN - Plan #001	4 / 4	$1,125,287 / $1,409,383
2021	Plan NameARROWHEAD INVESTMENTS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$474,395 / $639,470	2021	ARROWHEAD INVESTMENTS, LLC 401(K) PLAN - Plan #002	4 / 4	$474,395 / $639,470
2020	Plan NameARROWHEAD INVESTMENTS, LLC DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$842,013 / $1,125,287	2020	ARROWHEAD INVESTMENTS, LLC DEFINED BENEFIT PLAN - Plan #001	4 / 4	$842,013 / $1,125,287
2020	Plan NameARROWHEAD INVESTMENTS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$332,066 / $474,395	2020	ARROWHEAD INVESTMENTS, LLC 401(K) PLAN - Plan #002	4 / 4	$332,066 / $474,395
2019	Plan NameARROWHEAD INVESTMENTS, LLC DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$571,133 / $842,013	2019	ARROWHEAD INVESTMENTS, LLC DEFINED BENEFIT PLAN - Plan #001	4 / 4	$571,133 / $842,013
2019	Plan NameARROWHEAD INVESTMENTS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$214,891 / $332,066	2019	ARROWHEAD INVESTMENTS, LLC 401(K) PLAN - Plan #002	4 / 4	$214,891 / $332,066