Bhavyank Rajani signed Arete Associates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arete Associates' EIN is 95-2954108.
Download the official 2024 Form 5500 (PDF) for Arete Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arete Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT FINANCIAL SERVICES GROUP | — | IRVINE, CA | NONE | $65K | — |
| BEESON, HOFFMAN AND SIDDALL INC | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $193.0M | 99.7% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9.5M | 4.9% |
| GLENDALE, CA |
| NONE |
| $11K |
| — |
