How big is Arete Research LLC's plan?

Arete Research LLC's plan reported $696K in assets and 7 participants for 2024.

Original filing (PDF)20250717162730NAL0001133330001

Arete Research LLC

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

Form 5500-SF

FILING_RECEIVED

Arete Research LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Arete Research LLC's Arete Research LLC 401(k) Profit Sharing Plan & Trust held $696K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$696K

Net assets (EOY)

$696K

People on this filing

Laurie Hassay signed Arete Research LLC's 2024 Form 5500 as plan administrator.

Laurie Hassay — 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 Research LLC's EIN is 98-0412776.

EIN 98-0412776

Plan number 001

Plan year 2024

ACK ID 20250717162730NAL0001133330001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Arete Research LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 RESEARCH LLC.

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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