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Sponsor portfolio

AMY GRULKE PLLC

EIN 45-4674311-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
98
2950 N. DOBSON RD.,STE. 3 - CHANDLER, AZ 85224
Plans on this EIN
2 filings
#001401k-$1.2M - 55 part#002CashBalance-$838K - 43 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 98 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • ARBOR THERAPY 401(K) (#001)59%
  • CASH BALANCE PLAN (#002)41%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ARBOR THERAPY 401(K) (#001)55
  • CASH BALANCE PLAN (#002)43
Total 98Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ARBOR THERAPY 401(K) PLAN

401k

Assets$1.2M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ARBOR THERAPY CASH BALANCE PLAN

CashBalance

Assets$838K
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ARBOR THERAPY 401(K) PLAN401k$1.2M552025
002ARBOR THERAPY CASH BALANCE PLANCashBalance$838K432025
Retirement plans
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