# Arbre Group Holding Corporation 401(k) Plan
Source: https://planprovider.pro/companies/arbre-group-holding-corporation-401k-plan

> Arbre Group Holding Corporation's 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Arbre Group Holding Corporation

- **Sponsor EIN:** 264818607

- **Sponsor Address:** 3965 OCEAN GATEWAY, TRAPPE, MD, 21673

- **Plan Type:** 401(k)

- **Total Participants:** 98

- **Total Assets:** $4.5M

## 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|98|$4.5M|$141,912|$263,285|

| 2023|103|$4.6M|$158,081|$247,983|

| 2022|175|$4.3M|$141,626|$266,323|

## 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|

| HAEFELE, FLANAGAN & CO., P.C.|Auditor|$16,000|—|$16,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,000

- **Estimated Expense Ratio:** 0.358% of plan assets

### 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|$51,378|$17,854|$17,524|$16,000|—|

| 2023|$63,243|$16,936|$15,807|$30,500|—|

| 2022|$66,351|$19,838|$27,013|—|$19,500|

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