How big is Arete Direct, LLC's plan?

Arete Direct, LLC's plan reported $464K in assets and 82 participants for 2024.

Original filing (PDF)20250717141256NAL0000726178001

Arete Direct, LLC

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

Form 5500-SF

FILING_RECEIVED

Arete Direct, LLC 401(k) Plan

401(k) retirement plan · Arete Direct, LLC's Arete Direct, LLC 401(k) Plan held $464K in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$464K

Net assets (EOY)

$464K

People on this filing

Marcus Bowie signed Arete Direct, LLC'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 Direct, LLC's EIN is 85-0790191.

EIN 85-0790191

Plan number 001

Plan year 2024

ACK ID 20250717141256NAL0000726178001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Arete Direct, 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 DIRECT, 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