How big is Arete Wealth Planning LLC's plan?

Arete Wealth Planning LLC's plan reported $581K in assets and 7 participants for 2025.

Original filing (PDF)20260406220302NAL0010708018100

Arete Wealth Planning LLC

Name: Arete Wealth Planning LLC — Arete Wealth Planning, Form 5500 (2025)
Creator: Arete Wealth Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arete Wealth Planning LLC 401(k) Plan

401(k) retirement plan · Arete Wealth Planning LLC's Arete Wealth Planning LLC 401(k) Plan held $581K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$581K

Net assets (EOY)

$581K

People on this filing

Elantha Barry signed Arete Wealth Planning LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Wealth Planning LLC's EIN is 83-1415326.

EIN 83-1415326

Plan number 001

Plan year 2025

ACK ID 20260406220302NAL0010708018100

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Arete Wealth Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Arete Wealth Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 WEALTH PLANNING LLC.

Finding similar companies…

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 WEALTH PLANNING LLC

EIN

all filings

Address

8924 MICA DR · ZEELAND, MI · 49464

Phone

(815) 940-4652

Industry

Finance & Insurance

Plan administrator