Arbor Circle Retirement Plan
Sponsored by The Arbor Circle Corporation · EIN 383263853 · Plan #003
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 315
- With balances
- 256
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $1,520 |
| Kestra Investment Services | Consulting (general), Consulting fees | $0 |