How big is Arete Wealth, Inc.'s plan?

Arete Wealth, Inc.'s plan reported $979K in assets and 21 participants for 2024.

Original filing (PDF)20250925152253NAL0010672627001

Arete Wealth, Inc.

Name: Arete Wealth, Inc. — Arete Wealth, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Arete Wealth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arete Wealth, Inc. 401(k) Plan

401(k) retirement plan · Arete Wealth, Inc.'s Arete Wealth, Inc. 401(k) Plan held $979K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$979K

Net assets (EOY)

$979K

Plan identifiers

Arete Wealth, Inc.'s EIN is 26-0439213.

EIN 26-0439213

Plan number 001

Plan year 2024

ACK ID 20250925152253NAL0010672627001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Arete Wealth, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Helping the score