401k Record

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Arbor E&T 401(k)

Recordkeeping fees per participant · Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees · plan year 2024

$57.52

Higher than 44% of the 7,477 plans $1 to 10M that report it.

Source

= $11,561 / 201
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260326085244NAL0006713971001, received 2026-03-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260326085244NAL0006713971001, received 2026-03-26

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-03-26.

Cost and contributions

Administrative expenses excluding investment management, per participant

$57.52

10th: $13.66median $103.3390th: $302.77

Higher than 34% of the 14,713 plans $1 to 10M that report it.

Source

= $11,561 / 201
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260326085244NAL0006713971001, received 2026-03-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260326085244NAL0006713971001, received 2026-03-26

Administrative expenses per participant

$57.52

10th: $19.42median $150.2790th: $370.75

Higher than 25% of the 15,210 plans $1 to 10M that report it.

Source

= $11,561 / 201
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260326085244NAL0006713971001, received 2026-03-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260326085244NAL0006713971001, received 2026-03-26

Administrative expenses as a share of assets

0.438%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 42% of the 15,243 plans $1 to 10M that report it.

Source

= $11,561 / $2,638,604
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260326085244NAL0006713971001, received 2026-03-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260326085244NAL0006713971001, received 2026-03-26

Employer contributions per participant

$2,412

10th: $357median $1,32390th: $2,861

Higher than 83% of the 13,342 plans $1 to 10M that report it.

Source

= $484,791 / 201
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260326085244NAL0006713971001, received 2026-03-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260326085244NAL0006713971001, received 2026-03-26

Employer share of total contributions

64.2%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 97% of the 13,370 plans $1 to 10M that report it.

Source

= $484,791 / $754,542
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260326085244NAL0006713971001, received 2026-03-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260326085244NAL0006713971001, received 2026-03-26

Plan terms, as stated in Arbor E&T, LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3C · 3H controlled-group sponsor · 2E profit-sharing · 3J · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260326085244NAL0006713971001, received 2026-03-26

Full record, Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees

FieldValueSource
Plan sponsorARBOR E&T, LLC DBA EQUUS WORKFORCE SOLUTIONSForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260326085244NAL0006713971001, received 2026-03-26
Plan nameEQUUS WORKFORCE SOLUTIONS RETIREMENT SAVINGS PLAN FOR PUERTO RICO EMPLOYEESForm 5500, line 1a; PLAN_NAME pos 16; filing 20260326085244NAL0006713971001, received 2026-03-26
Sponsor EIN / plan number46-0508470 / 003Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260326085244NAL0006713971001, received 2026-03-26
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260326085244NAL0006713971001, received 2026-03-26
Sponsor locationLOUISVILLE, KYForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260326085244NAL0006713971001, received 2026-03-26
Industry (business code)624310, Health care and social assistanceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20260326085244NAL0006713971001, received 2026-03-26
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260326085244NAL0006713971001, received 2026-03-26
Filing received2026-03-26Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260326085244NAL0006713971001, received 2026-03-26
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260326085244NAL0006713971001, received 2026-03-26
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20260326085244NAL0006713971001, received 2026-03-26
Participants, beginning of year267Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260326085244NAL0006713971001, received 2026-03-26
Active participants238Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260326085244NAL0006713971001, received 2026-03-26
Participants, end of year268Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260326085244NAL0006713971001, received 2026-03-26
Participants with an account balance201Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260326085244NAL0006713971001, received 2026-03-26
Total assets, beginning of year$1,851,305Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260326085244NAL0006713971001, received 2026-03-26
Total assets, end of year$2,638,604Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260326085244NAL0006713971001, received 2026-03-26
Net assets, end of year$2,638,604Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260326085244NAL0006713971001, received 2026-03-26
Total income$1,016,602Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260326085244NAL0006713971001, received 2026-03-26
Net income$787,299Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260326085244NAL0006713971001, received 2026-03-26
Employer contributions$484,791Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260326085244NAL0006713971001, received 2026-03-26
Participant contributions$269,751Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260326085244NAL0006713971001, received 2026-03-26
Other contributions (incl. rollovers)$0Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260326085244NAL0006713971001, received 2026-03-26
Total contributions$754,542Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260326085244NAL0006713971001, received 2026-03-26
Benefit payments$223,033Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260326085244NAL0006713971001, received 2026-03-26
Total expenses (incl. benefit payments)$229,303Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260326085244NAL0006713971001, received 2026-03-26
Total administrative expenses$11,561Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260326085244NAL0006713971001, received 2026-03-26
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260326085244NAL0006713971001, received 2026-03-26
Recordkeeping fees$11,561Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260326085244NAL0006713971001, received 2026-03-26
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260326085244NAL0006713971001, received 2026-03-26
Investment advisory and management fees$0Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260326085244NAL0006713971001, received 2026-03-26
Administrative expenses excluding investment management$11,561derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260326085244NAL0006713971001, received 2026-03-26
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20260326085244NAL0006713971001, received 2026-03-26
Held in common/collective trusts$320,907Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260326085244NAL0006713971001, received 2026-03-26
Held in mutual funds$2,109,895Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260326085244NAL0006713971001, received 2026-03-26
Independent auditorCLEARPOINT CPAS PCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260326085244NAL0006713971001, received 2026-03-26

Position = column in the DOL layout for form year 2024. Filing 20260326085244NAL0006713971001, received 2026-03-26.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $11,561yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260326085244NAL0006713971001, received 2026-03-26.

What changed since the 2023 plan year

Figure20232024Change
Total assets$1,851,305$2,638,60442.5%
Participants with a balance15720128.0%
Administrative expenses$10,750$11,5617.5%
Recordkeeping fees per participant$68.47$57.52-16.0%
Employer contributions$162,682$484,791198.0%

Prior filing 20241016170228NAL0061904482001, received 2024-10-16; the plan years are contiguous.

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Sponsor name as filed: ARBOR E&T, LLC DBA EQUUS WORKFORCE SOLUTIONS; SEC registrant: Arbor E&T, LLC (CIK 1351364, matched by EIN).