Arete Educational Consulting I 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Arete Educational Consulting I
  • Sponsor EIN: 134147178
  • Sponsor Address: 315 W 87TH ST APT 1, NEW YORK, NY, 100242616
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $179,703

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$179,703$2,068$30,000
20235$142,876$0$27,000
20224$111,765$0$19,500

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