How big is Arboretum Ventures, LLC's plan?

Arboretum Ventures, LLC's plan reported $11.4M in assets and 13 participants for 2024.

Original filing (PDF)20250527110828NAL0003937539001

Arboretum Ventures, LLC

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

Form 5500-SF

FILING_RECEIVED

Arboretum Ventures, LLC 401(k) P/S Plan

401(k) retirement plan · Arboretum Ventures, LLC's Arboretum Ventures, LLC 401(k) P/S Plan held $11.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

People on this filing

Marcy Marshall signed Arboretum Ventures, LLC's 2024 Form 5500 as plan administrator.

Marcy Marshall — 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

Arboretum Ventures, LLC's EIN is 92-1340663.

EIN 92-1340663

Plan number 001

Plan year 2024

ACK ID 20250527110828NAL0003937539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARBORETUM VENTURES, 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