How big is Arbor Financial Planning LLC's plan?

Arbor Financial Planning LLC's plan reported $468K in assets and 3 participants for 2024.

Original filing (PDF)20250627113211NAL0013775664001

Arbor Financial Planning LLC

Name: Arbor Financial Planning LLC — Arbor Financial, Form 5500 (2024)
Creator: Arbor Financial Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arbor Financial Planning LLC 401(k) Plan

401(k) retirement plan · Arbor Financial Planning LLC's Arbor Financial Planning LLC 401(k) Plan held $468K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$468K

Net assets (EOY)

$468K

People on this filing

Irfan Bhabhrawala signed Arbor Financial Planning LLC's 2024 Form 5500 as plan administrator.

Irfan Bhabhrawala — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Arbor Financial Planning LLC's EIN is 47-4683815.

EIN 47-4683815

Plan number 001

Plan year 2024

ACK ID 20250627113211NAL0013775664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Arbor Financial Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Arbor Financial Planning LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARBOR FINANCIAL PLANNING LLC.

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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