How big is Arbor Investment Advisors, LLC's plan?

Arbor Investment Advisors, LLC's plan reported $7.9M in assets and 8 participants for 2025.

Original filing (PDF)20260506154217NAL0003873506001

Arbor Investment Advisors, LLC

Name: Arbor Investment Advisors, LLC — Arbor Investment, Form 5500 (2025)
Creator: Arbor Investment Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arbor Investment Advisors, LLC Employees' Retirement Plan

401(k) retirement plan · Arbor Investment Advisors, LLC's Arbor Investment Advisors, LLC Employees' Retirement Plan held $7.9M in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

Scott E. Cawood signed Arbor Investment Advisors, LLC's 2025 Form 5500 as plan administrator.

Scott E. Cawood — 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 Investment Advisors, LLC's EIN is 56-2064264.

EIN 56-2064264

Plan number 001

Plan year 2025

ACK ID 20260506154217NAL0003873506001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Arbor Investment Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Arbor Investment Advisors, 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 INVESTMENT ADVISORS, 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