AUMdb

Arbor Rehabilitation 401(k) Retirement Plan

Sponsored by Arbor Rehabilitation And Healthcare Services, Inc. · EIN 203207534 · Plan #001

Total assets
$3.4M
Net assets
$3.4M
Active participants
117
With balances
173

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Oakmont Capital Management, Llc CRD 128939 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Recordkeeping $20,131
Oakmont Capital Mgmt Investment advisory (participants), Investment advisory (plan) $16,730