How big is Arbor Acres United Methodist's plan?

Arbor Acres United Methodist's plan reported $13.5M in assets and 195 participants for 2024.

Original filing (PDF)20251013154442NAL0000781475001

Arbor Acres United Methodist

Name: Arbor Acres United Methodist — Arbor Acres 403(b), Form 5500 (2024)
Creator: Arbor Acres United Methodist
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Arbor Acres 403(b) Plan

401(k) retirement plan · Arbor Acres United Methodist's Arbor Acres 403(b) Plan held $13.5M in plan assets for 195 participants in 2024, with Voya as recordkeeper.

Signals · 2

39% in single holdingCorrective distributions issued

Active participants

195

Accounts w/ balance

283

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

People on this filing

David Matthews signed Arbor Acres United Methodist's 2024 Form 5500 as plan administrator.

David Matthews — 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 Acres United Methodist's EIN is 56-1152263.

EIN 56-1152263

Plan number 001

Plan year 2024

ACK ID 20251013154442NAL0000781475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Arbor Acres United Methodist from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Arbor Acres United Methodist's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

ARBOR ACRES UNITED METHODIST

EIN

all filings

Address

1240 ARBOR ROAD · WINSTON SALEM, NC · 27104

Phone

(336) 724-7921

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$52K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS, LLC	26-0058143	—	SERVICE PROVIDER	$28K	—

Investments

27 direct securities· $13.6M(100% of reported assets)

Mutual Funds

$6.3M

11 holdings

Common Collective Trusts

$6.2M

5 holdings

Other securities

$629K

6 holdings

Bonds / Notes

$204K

1 holding

Common Stocks

$193K

4 holdings

					% of plan
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$5.2M	38.7%
American Funds American Funds EuroPacific Growth Fund R6	Mutual Funds	—	—	$2.5M	18.3%
Fidelity Investments Fidelity Total Bond K6 Fund	Mutual Funds	—	—	$1.9M	13.7%
Vanguard Federal Money Market Fund - Class 1	Mutual Funds	—	—	$1.0M	7.4%
Vanguard Inflation-Protected Securities Fund-Admiral Shares	Mutual Funds	—	—	$445K	3.3%
JPMorgan Large Cap Growth Fund R6	Other securities	—	—	$311K	2.3%
Vanguard FTSE Social Index Fund - Admiral Shares	Common Collective Trusts	—	—	$306K	2.3%
Fidelity Investments Fidelity Total International Index Fund	Common Collective Trusts	—	—	$293K	2.2%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$272K	2.0%
Fidelity Investments Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$245K	1.8%
Participant loans 5.25% - 9.50%, maturing at various dates through 2037	Bonds / Notes	—	—	$204K	1.5%
Vangrd Trgt Retire 2045 Fd Registered Investment Company	Common Stocks	—	—	$157K	1.2%
Victory Sycamore Established Value Fund R6	Other securities	—	—	$136K	1.0%
Blackrock Mid-Cap Growth Equity Portfolio	Other securities	—	—	$133K	1.0%
Vanguard Target Retirement 2070 Fund ** 607 Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$109K	0.8%
Fidelity Investments Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$102K	0.8%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$62K	0.5%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$47K	0.3%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$43K	0.3%
Allspring Special Small Cap Value Fund R6	Other securities	—	—	$31K	0.2%
Vangrd Trgt Retire 2030 Fd Registered Investment Company	Common Stocks	—	—	$28K	0.2%
Columbia Dividend Income Fund - Inst Class 3	Other securities	—	—	$18K	0.1%
Vanguard Target Retirement 2055 Fund 678 Vanguard Target Retirement 2060 Fund 356 Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$15K	0.1%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$8K	<0.1%
Vangrd Trgt Retire 2020 Fd Registered Investment Company	Common Stocks	—	—	$8K	<0.1%
MassMutual Small Cap Growth Equity Class 1	Other securities	—	—	$1K	<0.1%
MssMtl Sm Cp Grwth Eqty F I Registered Investment Company	Common Stocks	—	—	$1K	<0.1%