Plan Snapshot
- Plan Sponsor: Arbor Management, INC.
- Sponsor EIN: 363422789
- Sponsor Address: 917 W. HAWTHORN DRIVE, ITASCA, IL, 60143
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 403 | $3.3M | $82,027 | $188,008 |
| 2023 | 575 | $5.2M | $123,383 | $261,342 |
| 2022 | 487 | $5.4M | $118,398 | $259,425 |
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 |
|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | RECORDKEEPER | $17,542 | — | $17,542 |
| SIKICH, LLP | AUDITOR | $15,000 | — | $15,000 |
| SIKICH CPA LLC | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,542
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $33,094 | $551 | — | $15,000 | — |
| 2023 | $25,314 | $824 | — | $15,070 | — |
| 2022 | $32,016 | $18,866 | $1,350 | — | $11,800 |