ARETE ASSOCIATES 401(k) Plan
What public Form 5500 filings show about the ARETE ASSOCIATES 401(k) plan — and how to find and check your own account.
The ARETE ASSOCIATES 401(k) on its latest Form 5500
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.
Who runs the ARETE ASSOCIATES 401(k)?
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.
How to check your ARETE ASSOCIATES 401(k)
- Log in to T. Rowe Price’s participant portal (the site on your statements).
- Ask ARETE ASSOCIATES HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).