Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ARBOR ADVISORY GROUP, LLC
EIN 46-3825525management consultingLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
15
57 GREENS FARMS ROAD - WESTPORT, CT 06880203-307-2250arboradvisorygroup.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ARBOR ADVISORY GROUP, LLC 401(K) PLAN
401k
Assets$1.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.9M | 5 | 2024 | |
| 001 | ARBOR ADVISORY GROUP, LLC 401(K) PLAN | 401k | $1.4M | 10 | 2025 |
Retirement plans