Original filing (PDF)20250730102616NAL0009922738001

ARETE ASSOCIATES, INC.

Name: ARETE ASSOCIATES, INC. — ARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: ARETE ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

ARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

414

Accounts w/ balance

441

Plan assets (EOY)

$77.1M

Net assets (EOY)

$66.6M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARETE ASSOCIATES, INC..

Plan sponsor

Name

ARETE ASSOCIATES, INC.

EIN

95-2954108

Address

9301 CORBIN AVENUE, SUITE 2000 · NORTHRIDGE, CA · 91324

Phone

(818) 885-2236

Industry

Professional & Technical Servicessee all

Plan administrator

Name

ARETE ASSOCIATES, INC.

EIN

95-2954108

City

NORTHRIDGE, CA

Phone

(818) 885-2200

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BEESON, HOFFMAN & SIDDALL, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $77.1M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Areté Associates	—	—	$21.7M	$77.1M	100.0%
	Areté Associates	—	—	$925	$925	<0.1%

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