Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
Compliance & integrity
80
Total plan cost
99
Plan health
67
Vendor & structure
100
Knocking points off
100% of assets in employer securities (concentration risk).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).
Helping the score
Below-peer total plan cost (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARETE ASSOCIATES, INC..
