AUMdb

Arete Associates Employee Stock Ownership Plan

Sponsored by Arete Associates, Inc. · EIN 952954108 · Plan #003

Total assets
$77.1M
Net assets
$66.6M
Active participants
414
With balances
441

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.