What public Form 5500 filings show about the Arete Associates 401(k) plan — and how to find and check your own account.
Arete Associates (EIN 95-2954108) reports ARETE ASSOCIATES 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $193.7M in plan assets across 413 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Arete Associates filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Arete Associates 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT FINANCIAL SERVICES GROUP, BEESON HOFFMAN AND SIDDALL.
