Search public Form 5500 filings

Plans

• planArete Associates 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $170.8Mreported assets (EOY)
  Sponsor: Arete AssociatesEIN: 95-2954108Plan: 002Participants: 596Assets: $170,798,729Location: Northridge, CALatest: 2023
  View full financial statement →
• planArete Associates Employee Stock Ownership PlanFinancial statement2023 filing
  $69.3Mreported assets (EOY)
  Sponsor: Arete Associates, Inc.EIN: 95-2954108Plan: 003Participants: 433Assets: $69,341,176Location: Northridge, CALatest: 2023
  View full financial statement →
• planArete Associates Welfare Benefit Plan2023 filing
  Sponsor: Arete AssociatesEIN: 95-2954108Plan: 501Participants: 383Assets: not reported in the loaded datasetLocation: Northridge, CALatest: 2023
  View plan profile →