How big is Arete Management LLC's plan?

Arete Management LLC's plan reported $2.7M in assets and 62 participants for 2024.

Original filing (PDF)20250929090546NAL0017574050001

Arete Management LLC

Name: Arete Management LLC — Arete Management LLC 401 K, Form 5500 (2024)
Creator: Arete Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arete Management LLC 401 K Profit Sharing Plan Trust

401(k) retirement plan · Arete Management LLC's Arete Management LLC 401 K Profit Sharing Plan Trust held $2.7M in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Arete Management LLC's EIN is 20-3979802.

EIN 20-3979802

Plan number 001

Plan year 2024

ACK ID 20250929090546NAL0017574050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Arete Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Arete Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARETE MANAGEMENT LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off