ARBOR CAPITAL MANAGEMENT
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #4913 of mapped providers
Assets under administration$288M0.0%Market share · rank #7456
Fees received$111,775Median $17,129/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ARBOR CAPITAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where ARBOR CAPITAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 1 | $17,000 | |
Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan)Code 26 | 1 | $17,129 | |
Investment managementCode 28 | 1 | $77,646 |
Competitor overlap
Percent of ARBOR CAPITAL MANAGEMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ARBOR CAPITAL MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
TRAILBOSS ENTERPRISESAK · 920152880-001 | LATITUDE SERVICE COMPANY INC | $7M |
Plans lost in 2024
Appeared last year under ARBOR CAPITAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
INDEPENDENT HEALTH ASSOCIATION, INC.NY · 161080163-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $88M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF SHEET METAL WORKERS LOCAL 33 PENSION PLANOH · 346514741-001 | $200M | 1,341 | $77,646 | 1y | - |
LIPSITZ GREEN SCIME CAMBRIA, LLPNY · 160905097-001 | $81M | 173 | $17,000 | 10y | - |
TRAILBOSS ENTERPRISESAK · 920152880-001 | $7M | 583 | $17,129 | 1y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (3)
Raw Schedule C names collapsed into ARBOR CAPITAL MANAGEMENT.
- ARBOR CAPITAL
- ARBOR CAPITAL MANAGEMENT
- ARBOR CAPITAL MANAGEMENT LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ARBOR CAPITAL MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ARBOR CAPITAL MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent