# The Arbor Circle Corporation 401(k) Plan
Source: https://planprovider.pro/companies/the-arbor-circle-corporation-401k-plan

> The Arbor Circle Corporation's 401(k) plan: 315 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Arbor Circle Corporation

- **Sponsor EIN:** 383263853

- **Sponsor Address:** 1115 BALL AVENUE NE, GRAND RAPIDS, MI, 49505

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

- **Total Participants:** 315

- **Total Assets:** $7.6M

## 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|315|$7.6M|$382,317|$674,551|

| 2023|298|$5.9M|$323,538|$558,749|

| 2022|274|$4.7M|$132,200|$431,991|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$1,520|$40,179|$41,699|

| KESTRA INVESTMENT SERVICES|NONE|—|$15,852|$15,852|

| ANDREWS HOOPER PAVLIK PLC (AHP)|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA INVESTMENT SERVICES](https://planprovider.pro/provider/christensen-group-financial-llc) — NONE

- [ANDREWS HOOPER PAVLIK PLC (AHP)](https://planprovider.pro/provider/andrews-hooper-pavlik-plc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,551

- **Estimated Expense Ratio:** 0.755% 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|$2,268|$748|$1,520|—|—|

| 2023|$14,016|—|$14,016|—|—|

| 2022|$12,686|—|$12,686|—|—|

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