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Original filing (PDF)20251015101223NAL0004550065001
ARBOR E&T, LLC DBA EQUUS WORKFORCE SOLUTIONS
Form 5500
FILING_RECEIVED
EQUUS WORKFORCE SOLUTIONS RETIREMENT SAVINGS PLAN FOR PUERTO RICO EMPLOYEES
401(k) retirement plan
Active participants
238
Accounts w/ balance
201
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARBOR E&T, LLC DBA EQUUS WORKFORCE SOLUTIONS.
Plan sponsor
Name
ARBOR E&T, LLC DBA EQUUS WORKFORCE SOLUTIONS
EIN
46-0508470
Address
9200 SHELBYVILLE ROAD, SUITE 210 · LOUISVILLE, KY · 40222
Phone
(502) 630-7307
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
RES-CARE, INC. DBA BRIGHTSPRING HEALTH SERVICES
EIN
61-0875371
City
LOUISVILLE, KY
Phone
(502) 630-7307
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Investments
1 pooled fund· $321K(13% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $321K | 12.6% |
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