How big is Arete Partners' plan?

Arete Partners' plan reported $26K in assets and 7 participants for 2024.

Original filing (PDF)20250814163300NAL0012005088001

Arete Partners

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

Form 5500-SF

FILING_RECEIVED

Arete Partners 401(k) Plan

401(k) retirement plan · Arete Partners' Arete Partners 401(k) Plan held $26K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

Plan identifiers

Arete Partners' EIN is 27-4610075.

EIN 27-4610075

Plan number 002

Plan year 2024

ACK ID 20250814163300NAL0012005088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Arete Partners' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ARETE PARTNERS

EIN

all filings

Address

2540 SEVERN AVE · SUITE 206 · METAIRIE, LA · 70002

Phone

(504) 273-1575

Industry

Professional & Technical Services

Plan administrator