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Sponsor portfolio

ARBOR CPA, A PROFESSIONAL CORP.

EIN 81-1602672-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
8
17870 CASTLETON ST., STE. 230 - CITY OF INDUSTRY, CA 91748626-927-6306
Plans on this EIN
2 filings
#002CashBalance-$988K - 4 part#001401k-$318K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • ARBOR PENSION (#002)76%
  • ARBOR RETIREMENT PLAN (#001)24%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ARBOR PENSION (#002)4
  • ARBOR RETIREMENT PLAN (#001)4
Total 8Click 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#002

ARBOR PENSION PLAN

CashBalance

Assets$988K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ARBOR RETIREMENT PLAN

401k

Assets$318K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ARBOR PENSION PLANCashBalance$988K42025
001ARBOR RETIREMENT PLAN401k$318K42025
Retirement plans
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