Original filing (PDF)20230309141247NAL0025798514001

ARETE PARTNERS II, LP

Name: ARETE PARTNERS II, LP — ARETE PARTNERS II, LP 401(K) PLAN, Form 5500 (2022)
Creator: ARETE PARTNERS II, LP

Form 5500-SF

FILING_RECEIVED

ARETE PARTNERS II, LP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARETE PARTNERS II, LP.

Plan sponsor

Name

ARETE PARTNERS II, LP

EIN

83-2918145

Address

662 20TH AVENUE · SAN FRANCISCO, CA · 94121

Phone

(415) 217-9344

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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