Arete Associates DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Arete Associates (EIN 952954108)
  • Plan Type: DC
  • Total Participants: 413
  • Total Assets: $193.7M
  • Sponsor State: CA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024413$193.7M$2.7M$5.1M
2023384$170.8M$2.7M$4.8M
2022387$144.2M$2.4M$4.6M

Service Providers

  • BEESON, HOFFMAN & SIDDALL, INC. — Accountant / Independent Qualified Public Accountant ($10,782)

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