Arbor E&T, LLC DBA Equus Workforce Solutions 401(k) match, vesting and fees
What Arbor E&T, LLC DBA Equus Workforce Solutions' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Clearpoint Cpas PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Arbor E&T, LLC DBA Equus Workforce Solutions: employer contribution per participant | $2,649 | |
| Peer median | $1,440 |
| Arbor E&T, LLC DBA Equus Workforce Solutions: average balance | $16,992 | |
| Peer median | $38,351 |
| Arbor E&T, LLC DBA Equus Workforce Solutions: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.3M at the end of plan year 2022 to $3.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 266 | $3.7M | $570K | $2,649 | 0.41% | Not published | Form 5500 ↗ |
| 2024 | 268 | $2.6M | $485K | $2,412 | 0.51% | Not published | Form 5500 ↗ |
| 2023 | 267 | $1.9M | $163K | $1,036 | 0.69% | Not published | Form 5500 ↗ |
| 2022 | 277 | $1.3M | $137K | $929 | 0.71% | Not published | Form 5500 ↗ |
Common questions
Does Arbor E&T, LLC DBA Equus Workforce Solutions match 401(k) contributions?
The match terms for the Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees have not been published from its filing yet. The plan year 2025 filing reports $570K in employer contributions, about $2,649 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Arbor E&T, LLC DBA Equus Workforce Solutions 401(k) match vested?
The vesting schedule for the Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees is not in the data published so far. Your Summary Plan Description states it.
Who manages the Arbor E&T, LLC DBA Equus Workforce Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Res-Care, Inc. DBA Brightspring Health Services.
I left Arbor E&T, LLC DBA Equus Workforce Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Res-Care, Inc. DBA Brightspring Health Services, (502) 630-7307) or the recordkeeper, Fidelity Investments Institutional. The Arbor E&T, LLC DBA Equus Workforce Solutions old 401(k) page lists the contacts from every plan filing. Find an old Arbor E&T, LLC DBA Equus Workforce Solutions 401(k)
Data from the public Form 5500 annual reports Arbor E&T, LLC DBA Equus Workforce Solutions filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Arbor E&T, LLC DBA Equus Workforce Solutions. Not financial advice. Report a correction · Methodology