P 401(k) Plan Report

Stable plan record

ARETE WEALTH PLANNING LLC 401(K) PLAN

Sponsored by ARETE WEALTH PLANNING LLC · EIN/PN 831415326-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$5,416
Administrative cost per participant
2025
$59
Active participants
2025
7
Total plan assets
2025
$580,915
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260406220302NAL00107080181007$5,416
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.