AUMdb

Arboris Llc 401(k) Retirement Plan

Sponsored by Arboris, Llc · EIN 593730188 · Plan #002

Total assets
$15.9M
Net assets
$15.9M
Active participants
76
With balances
94

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch Fas Investment advisory (participants) $15,181
Merrill Lynch Eps Investment advisory (participants) $15,181
John Hancock Life Insurance Company Recordkeeping $2,368