Plan Snapshot
- Plan Sponsor: Arbor E&T, LLC Dba Equus Workforce Solutions
- Sponsor EIN: 460508470
- Sponsor Address: 9200 SHELBYVILLE ROAD, SUITE 210, LOUISVILLE, KY, 40222
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 238 | $2.5M | $395,210 | $269,751 |
| 2023 | 243 | $1.9M | $162,682 | $228,395 |
| 2022 | 248 | $1.3M | $137,499 | $193,107 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $11,561 | — | — | — | — |
| 2023 | $10,750 | — | — | — | — |
| 2022 | $10,939 | — | — | — | — |