How big is Arbor Group Advisors' plan?

Arbor Group Advisors' plan reported $914K in assets and 15 participants for 2025.

Original filing (PDF)20260520143322NAL0001657137001

Arbor Group Advisors

Name: Arbor Group Advisors — Arbor Group Advisors 401(k), Form 5500 (2025)
Creator: Arbor Group Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arbor Group Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Arbor Group Advisors' Arbor Group Advisors 401(k) Profit Sharing Plan held $914K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$914K

Net assets (EOY)

$914K

People on this filing

Anthony Warren signed Arbor Group Advisors' 2025 Form 5500 as plan administrator.

Anthony Warren — 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 Group Advisors' EIN is 87-1175365.

EIN 87-1175365

Plan number 001

Plan year 2025

ACK ID 20260520143322NAL0001657137001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Arbor Group Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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