How big is Arete EPM Inc.'s plan?

Arete EPM Inc.'s plan reported $801K in assets and 10 participants for 2024.

Original filing (PDF)20250717141257NAL0000440977001

Arete EPM Inc.

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

Form 5500-SF

FILING_RECEIVED

Arete EPM 401(k) Plan

401(k) retirement plan · Arete EPM Inc.'s Arete EPM 401(k) Plan held $801K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$801K

Net assets (EOY)

$801K

People on this filing

Marcus Bowie signed Arete EPM Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 EPM Inc.'s EIN is 46-4175331.

EIN 46-4175331

Plan number 001

Plan year 2024

ACK ID 20250717141257NAL0000440977001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Arete EPM Inc.'s plan includes profit-sharing, 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

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 (89th percentile).

Plan sponsor

Name

ARETE EPM INC.

EIN

all filings

Address

6500 RIVER PLACE BOULEVARD · BUILDING 7, STE. 250 · AUSTIN, TX · 78730

Phone

(512) 813-7638

Industry

Professional & Technical Services

Plan administrator