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Original filing (PDF)20250710144620NAL0015385490002
ARBOR BIOTECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
ARBOR BIOTECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
149
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARBOR BIOTECHNOLOGIES, INC..
Plan sponsor
Name
ARBOR BIOTECHNOLOGIES, INC.
EIN
81-3316252
Address
20 ACORN PARK · SUITE 500 · CAMBRIDGE, MA · 02140
Phone
(857) 301-6366
Industry
Professional & Technical Servicessee all
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
2025-07-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AAFCPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
29 direct securities· $8.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party‐In Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value Fidelity Freedom Index 2050 Investor Mutual Fund | — | — | — | $1.2M | 13.4% | |
| Fidelity Freedom Index 2045 Investor Mutual Fund | — | — | — | $1.1M | 12.3% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $980K | 11.3% | |
| Fidelity Freedom Index 2055 Investor Mutual Fund | — | — | — | $777K | 8.9% | |
| Fidelity Freedom Index 2035 Investor Mutual Fund | — | — | — | $721K | 8.3% | |
| Fidelity Freedom Index 2060 Investor Mutual Fund | — | — | — | $634K | 7.3% | |
| Fidelity Freedom Index 2040 Investor Mutual Fund | — | — | — | $478K | 5.5% | |
| Fidelity Large Cap Growth Index Mutual Fund | — | — | — | $396K | 4.6% | |
| Ishares MSCI EAFE International Index K Mutual Fund | — | — | — | $310K | 3.6% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $291K | 3.3% | |
| Fidelity Freedom Index 2065 Investor Mutual Fund | — | — | — | $267K | 3.1% | |
| Fidelity Freedom Index 2030 Investor Mutual Fund | — | — | — | $227K | 2.6% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $195K | 2.2% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $175K | 2.0% | |
| Fidelity Freedom Index 2025 Investor Mutual Fund | — | — | — | $172K | 2.0% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $161K | 1.9% | |
| Fixed Account Series Class I Fixed Annuity Contract | — | — | — | $124K | 1.4% | |
| American Funds American Mutual R6 Mutual Fund | — | — | — | $113K | 1.3% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $64K | 0.7% | |
| Fidelity Real Estate Index Mutual Fund | — | — | — | $62K | 0.7% | |
| American Century Sustainable Equity R6 Mutual Fund | — | — | — | $60K | 0.7% | |
| Mirova Global Sustainable Equity Mutual Fund | — | — | — | $44K | 0.5% | |
| American Funds US Government Sec R6 Mutual Fund | — | — | — | $43K | 0.5% | |
| Franklin Small Cap Value R6 Mutual Fund | — | — | — | $36K | 0.4% | |
| JPMorgan Small Cap Growth R6 Mutual Fund | — | — | — | $35K | 0.4% | |
| American Century Mid Cap Value R6 Mutual Fund | — | — | — | $33K | 0.4% | |
| JPMorgan International Equity R6 Mutual Fund | — | — | — | $31K | 0.4% | |
| Fidelity Freedom Index 2020 Investor Mutual Fund | — | — | — | $26K | 0.3% | |
| Allspring Core Plus Bond R6 Mutual Fund | — | — | — | $7K | <0.1% |
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