How big is Arete Advisors, LLP's plan?

Arete Advisors, LLP's plan reported $1.4M in assets and 18 participants for 2024.

Original filing (PDF)20250819111105NAL0002239185001

Arete Advisors, LLP

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

Form 5500-SF

FILING_RECEIVED

Arete Advisors, LLP 401(k) Plan

401(k) retirement plan · Arete Advisors, LLP's Arete Advisors, LLP 401(k) Plan held $1.4M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Shirley Horner signed Arete Advisors, LLP's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Advisors, LLP's EIN is 47-2692787.

EIN 47-2692787

Plan number 001

Plan year 2024

ACK ID 20250819111105NAL0002239185001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Arete Advisors, LLP'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 ADVISORS, LLP.

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Plan health score

Above-average plan

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

Knocking points off