ARBOR POINT ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
27
Active participants
75,502
Total plan assets
$9.9B
Filings (rows)
27
Direct comp
$698K
Indirect comp
$36K
SERVICES PROVIDED
Other16
Advisor / Consultant11
Top plans served
All 27 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $13K |
| AUSTIN POWDER COMPANY AUSTIN POWDER 401(K) PROFIT SHARING PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISORY | 1,231 | $137.4M | $62K |
| BAIRD HOLM LLP BAIRD HOLM LLP PROFIT SHARING PLAN | OMAHA, NE | Other OTHER SERVICES | 168 | $109.5M | $20K |
| BAIRD HOLM LLP BAIRD HOLM LLP PROFIT SHARING PLAN | OMAHA, NE | Other OTHER SERVICES | 166 | $92.8M | $20K |
| BAIRD HOLM LLP BAIRD HOLM LLP PROFIT SHARING PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 156 | $81.5M | $24K |
| WESTERN TRAILER CO. WESTERN TRAILER CO. 401(K) PROFIT SHARING PLAN | BOISE, ID | Other NONE | 294 | $26.9M | $36K |
| WESTERN TRAILER CO. WESTERN TRAILER CO. 401(K) PROFIT SHARING PLAN | BOISE, ID | Other NONE | 279 | $24.8M | $41K |
| WESTERN TRAILER CO. WESTERN TRAILER CO. 401(K) PROFIT SHARING PLAN | BOISE, ID | Other NONE | 276 | $21.7M | $38K |
| SPUDNIK EQUIPMENT COMPANY LLC SPUDNIK EQUIPMENT COMPANY LLC 401(K) PROFIT SHARING PLAN | BLACKFOOT, ID | Other NONE | 511 | $21.5M | $30K |
| SPUDNIK EQUIPMENT COMPANY LLC SPUDNIK EQUIPMENT COMPANY LLC 401(K) PROFIT SHARING PLAN | BLACKFOOT, ID | Other NONE | 347 | $17.4M | $40K |
| NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY PARADISE VALLEY ESTATES 401(K) RETIREMENT PLAN | FAIRFIELD, CA | Advisor / Consultant ADVISOR | 372 | $16.3M | $43K |
| SPUDNIK EQUIPMENT COMPANY LLC SPUDNIK EQUIPMENT COMPANY LLC 401(K) PROFIT SHARING PLAN | BLACKFOOT, ID | Other NONE | 334 | $15.7M | $40K |
| NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY PARADISE VALLEY ESTATES 401(K) RETIREMENT PLAN | FAIRFIELD, CA | Advisor / Consultant ADVISOR | 283 | $13.5M | $36K |
| SUMMERWINDS GARDEN CENTERS, INC. SUMMERWINDS 401(K) PLAN | BOISE, ID | Other NONE | 166 | $12.4M | $24K |
| RIGHTLINE EQUIPMENT, INC. RIGHTLINE EQUIPMENT, INC. 401(K) PLAN | RAINIER, OR | Other SERVICE PROVIDER | 263 | $11.6M | $0 |
| NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY PARADISE VALLEY ESTATES 401(K) RETIREMENT PLAN | FAIRFIELD, CA | Advisor / Consultant ADVISOR | 268 | $11.5M | $33K |
| HEALTH WEST, INC. HEALTH WEST, INC. 403(B) RETIREMENT PLAN | POCATELLO, ID | Other NONE | 303 | $11.4M | $25K |
| SUMMERWINDS GARDEN CENTERS, INC. SUMMERWINDS 401(K) PLAN | BOISE, ID | Other NONE | 176 | $10.9M | $29K |
| RIGHTLINE EQUIPMENT, INC. RIGHTLINE EQUIPMENT, INC. 401(K) PLAN | RAINIER, OR | Other SERVICE PROVIDER | 243 | $10.0M | $0 |
| SUMMERWINDS GARDEN CENTERS, INC. SUMMERWINDS 401(K) PLAN | BOISE, ID | Other NONE | 166 | $9.2M | $29K |
| C.I. BANKER WIRE AND IRON WORKS, INC C.I. BANKER WIRE AND IRON WORKS, INC. 401(K) PLAN | MUKWONAGO, WI | Advisor / Consultant ADVISOR | 169 | $9.1M | $13K |
| HEALTH WEST, INC. HEALTH WEST, INC. 403(B) RETIREMENT PLAN | POCATELLO, ID | Other NONE | 308 | $8.2M | $38K |
| HEALTH WEST, INC. HEALTH WEST, INC. 403(B) RETIREMENT PLAN | POCATELLO, ID | Other NONE | 193 | $5.8M | $32K |
| HARROD CONCRETE & STONE COMPANY HARROD CONCRETE PROFIT SHARING PLAN | FRANKFORT, KY | Advisor / Consultant INVESTMENT ADVISORY - PL | 105 | $3.9M | $16K |
| DEVELOPMENT WORKSHOP, INC. DEVELOPMENT WORKSHOP, INC. RETIREMENT SAVINGS PLAN | IDAHO FALLS, ID | Advisor / Consultant INVESTMENT ADVISOR | 216 | $1.7M | $3K |
| DEVELOPMENT WORKSHOP, INC. DEVELOPMENT WORKSHOP, INC. RETIREMENT SAVINGS PLAN | IDAHO FALLS, ID | Advisor / Consultant INVESTMENT ADVISOR | 146 | $1.6M | $7K |
| DEVELOPMENT WORKSHOP, INC. DEVELOPMENT WORKSHOP, INC. RETIREMENT SAVINGS PLAN | IDAHO FALLS, ID | Advisor / Consultant INVESTMENT ADVISOR | 157 | $1.5M | $7K |