What public Form 5500 filings show about the Arbor Group Advisors 401(k) plan — and how to find and check your own account.
Arbor Group Advisors (EIN 87-1175365) reports ARBOR GROUP ADVISORS 401K PROFIT SHARING PLAN on its most recent Form 5500, with $914K in plan assets across 15 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Arbor Group Advisors filing — schedules, fees, and providers.
Arbor Group Advisors’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Arbor Group AdvisorsHR for the recordkeeper’s name and login.