How big is Arboreal Management LLC's plan?

Arboreal Management LLC's plan reported $205K in assets and 61 participants for 2025.

Original filing (PDF)20260504221001NAL0000572242066

Arboreal Management LLC

Name: Arboreal Management LLC — Arboreal Management 401(k), Form 5500 (2025)
Creator: Arboreal Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arboreal Management 401(k) Plan

401(k) retirement plan · Arboreal Management LLC's Arboreal Management 401(k) Plan held $205K in plan assets for 61 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

Plan identifiers

Arboreal Management LLC's EIN is 87-0959298.

EIN 87-0959298

Plan number 001

Plan year 2025

ACK ID 20260504221001NAL0000572242066

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Arboreal Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Arboreal Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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. 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