Original filing (PDF)20250721151330NAL0002122720001

ARBOR INVESTMENTS, INC.

Name: ARBOR INVESTMENTS, INC. — CREDIT ADVISORS EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: ARBOR INVESTMENTS, INC.

Form 5500-SF

FILING_RECEIVED

CREDIT ADVISORS EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARBOR INVESTMENTS, INC..

Plan sponsor

Name

ARBOR INVESTMENTS, INC.

EIN

47-0498199

Address

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

Phone

(402) 393-1234

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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