How big is Arbor Investments, Inc.'s plan?

Arbor Investments, Inc.'s plan reported $1.3M in assets and 1 participants for 2024.

Original filing (PDF)20250721151330NAL0002122720001

Arbor Investments, Inc.

Name: Arbor Investments, Inc. — Credit Advisors Employee, Form 5500 (2024)
Creator: Arbor Investments, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Credit Advisors Employee Retirement Plan

401(k) retirement plan · Arbor Investments, Inc.'s Credit Advisors Employee Retirement Plan held $1.3M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Arbor Investments, Inc.'s EIN is 47-0498199.

EIN 47-0498199

Plan number 002

Plan year 2024

ACK ID 20250721151330NAL0002122720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Arbor Investments, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Arbor Investments, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ARBOR INVESTMENTS, INC.

EIN

all filings

Address

1850 S. 72ND STREET · OMAHA, NE · 68124

Phone

(402) 393-1234

Industry

Finance & Insurance

Plan administrator