Retirement plan

ARBOR POINTE MANAGEMENT, LLC 401(K) PLAN

Name: ARBOR POINTE MANAGEMENT, LLC - ARBOR POINTE MANAGEMENT, LLC 401(K) PLAN (2024) Form 5500
Creator: ARBOR POINTE MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARBOR POINTE MANAGEMENT, LLC 401(K) PLAN, ARBOR POINTE MANAGEMENT, LLC

ARBOR POINTE MANAGEMENT, LLCEIN 26-1331059Plan #001PY 2024

1000 ARBOR LAKE DR. - NAPLES, FL 341100000999-999-9999

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+28.1% from 2023

Total participants

+23.6% from 2023

Average account balance

$24,596

+2.9% from 2023

Annual return

10.75%

-10.47 pp from 2023

Benchmarks

See 21,729 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,729 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.75M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$25K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$347K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.75%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1606

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes3D2E2J2G2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$114K

$1562 / participant

Other / not subdivided$114K100.0%

% of EOY assets

6.530%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,596

$81,276-69.7%

$155,574-84.2%

$80,925-69.6%

Participation rate

75.3%

66.2%+9.1pp

78.2%-2.9pp

67.7%+7.7pp

Annual return

10.75%

33.36%-22.6pp

64.87%-54.1pp

35.65%-24.9pp

Employer contribution / active EE

$1,591

$3,103-48.7%

$4,676-66.0%

$2,756-42.3%

Participant deferral / active EE

$3,159

$3,453-8.5%

$5,629-43.9%

$4,299-26.5%

Admin fee / account holder

$1,606

$7,993-79.9%

$15,914-89.9%

$6,940-76.9%

ARBOR POINTE MANAGEMENT, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARBOR POINTE MANAGEMENT, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion