ARETE WEALTH ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
8
Active participants
33,131
Total plan assets
$20.4B
Filings (rows)
8
Direct comp
$234K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant5
Other3
Top plans served
All 8 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $17K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $7K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $6K |
| VANTAGE POINT SOLUTIONS, INC. VPS EMPLOYEE STOCK OWNERSHIP PLAN | MITCHELL, SD | Advisor / Consultant FINANCIAL ADVISOR | 360 | $37.1M | $55K |
| VANTAGE POINT SOLUTIONS, INC. VPS EMPLOYEE STOCK OWNERSHIP PLAN | MITCHELL, SD | Advisor / Consultant FINANCIAL ADVISOR | 336 | $27.5M | $47K |
| VANTAGE POINT SOLUTIONS, INC. VPS EMPLOYEE STOCK OWNERSHIP PLAN | MITCHELL, SD | Advisor / Consultant FINANCIAL ADVISOR | 307 | $22.0M | $45K |
| AG EXPRESS ELECTRONICS, INC. AG EXPRESS ELECTRONICS, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | DES MOINES, IA | Advisor / Consultant ADVISORY FEE | 169 | $8.4M | $23K |
| AG EXPRESS ELECTRONICS, INC. AG EXPRESS ELECTRONICS, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | DES MOINES, IA | Advisor / Consultant ADVISORY FEE | 157 | $8.4M | $34K |