How big is Arete Scholars Fund's plan?

Arete Scholars Fund's plan reported $239K in assets and 11 participants for 2024.

Original filing (PDF)20250701114522NAL0030525874001

Arete Scholars Fund

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

Form 5500-SF

FILING_RECEIVED

Arete Scholars Fund 401(k) Savings Plan

401(k) retirement plan · Arete Scholars Fund's Arete Scholars Fund 401(k) Savings Plan held $239K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

People on this filing

Carrie Renick signed Arete Scholars Fund's 2024 Form 5500 as plan administrator.

Carrie Renick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Arete Scholars Fund's EIN is 27-2494520.

EIN 27-2494520

Plan number 001

Plan year 2024

ACK ID 20250701114522NAL0030525874001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Arete Scholars Fund'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 SCHOLARS FUND.

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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