How big is Arete, LLC's plan?

Arete, LLC's plan reported $75K in assets for 2023.

Original filing (PDF)20241009074059NAL0018868305001

Arete, LLC

Name: Arete, LLC — Arete 401(k) Plan, Form 5500 (2023)
Creator: Arete, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arete 401(k) Plan

401(k) retirement plan · Arete, LLC's Arete 401(k) Plan reported $75K in plan assets in 2023.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

People on this filing

Julie Justice signed Arete, LLC's 2023 Form 5500 as plan administrator.

Julie Justice — 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, LLC's EIN is 46-3991859.

EIN 46-3991859

Plan number 001

Plan year 2023

ACK ID 20241009074059NAL0018868305001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Arete, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Arete, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, 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, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ARETE, LLC

EIN

all filings

Address

832 W SUPERIOR AVE, STE 302 · CHICAGO, IL · 60642

Phone

(847) 651-7030

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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