How big is Arbor Management Group, LLC's plan?

Arbor Management Group, LLC's plan reported $456K in assets and 381 participants for 2024.

Original filing (PDF)20251014120759NAL0005837458001

Arbor Management Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Arbor Management Group, LLC 401(k) Plan

401(k) retirement plan · Arbor Management Group, LLC's Arbor Management Group, LLC 401(k) Plan held $456K in plan assets for 381 participants in 2024.

Signals · 1

No auditor on file

Active participants

381

Accounts w/ balance

Plan assets (EOY)

$456K

Net assets (EOY)

$456K

People on this filing

Aaron Klaasmeyer signed Arbor Management Group, LLC's 2024 Form 5500 as plan administrator.

Aaron Klaasmeyer — 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 Management Group, LLC's EIN is 84-1872744.

EIN 84-1872744

Plan number 001

Plan year 2024

ACK ID 20251014120759NAL0005837458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Arbor Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 MANAGEMENT GROUP, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score