Arete Associates 401(k) Profit Sharing Plan
Sponsored by Arete Associates · EIN 952954108 · Plan #002
- Total assets
- $194M
- Net assets
- $194M
- Active participants
- 413
- With balances
- 628
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Financial Services Group | Consulting (general), Direct payment from the plan | $65,323 |
| Beeson, Hoffman And Siddall Inc | Accounting, Direct payment from the plan | $10,782 |
| T Rowe Price Rps Inc | Direct payment from the plan, Investment management fees (indirect), Shareholder servicing fees | $1,940 |