· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ARETE ASSOCIATES, INC. — ARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730102616NAL0009922738001
ARETE ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
ARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
No 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)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ARETE ASSOCIATES, INC.
.
Find decision makers
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 Services
see 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%
Related plans
Similar-size Professional & Technical Services plans
NOBLE RESEARCH INSTITUTE, LLC
NOBLE RESEARCH INSTITUTE, LLC 401(K) PLAN
$77.3M · 186 participants
UDC, INC
UNIVERSAL DISPLAY CORPORATION 401(K) PLAN
$75.4M · 408 participants
ADA FORSYTH INSTITUTE, INC.
ADA FORSYTH INSTITUTE, INC. DEFINED CONTRIBUTION PLAN
$78.9M · 141 participants
RHO, INC.
RHO, INC. EMPLOYEES SAVINGS TRUST
$75.3M · 506 participants
INSTITUTE FOR SYSTEMS BIOLOGY
INSTITUTE FOR SYSTEMS BIOLOGY DEFINED CONTRIBUTION RETIREMENT PLAN
100
Knocking points off
Top holding "Areté Associates" is 100% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
$79.1M · 246 participants
PHYSICAL SCIENCES INC.
PHYSICAL SCIENCES INC. 401(K) PLAN
$79.2M · 260 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B