PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Arete Enterprises LLC
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Arete Enterprises LLC

EIN 84-2196156-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
2
Retirement
2
$999K assets
Health & Benefits
0
Participants
26
1887 WHITNEY MESA DRIVE, STE 3939 - HENDERSON, NV 89014845-656-3893
Plans on this EIN
2 filings
#002Cash balance-$702K - 12 part#001401(k)-$296K - 14 part

Retirement portfolio analytics

2 plans aggregated / $999K assets / 26 participants

Assets by plan

Share of aggregate retirement assets

  • CASH BALANCE PLAN (#002)$702K
  • PROFIT SHARING PLAN (#001)$296K
Total $999KSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)14
  • CASH BALANCE PLAN (#002)12
Total 26Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ARETE ENTERPRISES LLC CASH BALANCE PLAN

Cash balance

Assets$702K
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ARETE ENTERPRISES LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$296K
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ARETE ENTERPRISES LLC CASH BALANCE PLANCash balance$702K122025
#001ARETE ENTERPRISES LLC 401(K) PROFIT SHARING PLAN401(k)$296K142025
  • ARETE ENTERPRISES LLC CASH BALANCE PLAN$702K
    #002 · Cash balance · 202512
  • ARETE ENTERPRISES LLC 401(K) PROFIT SHARING PLAN$296K
    #001 · 401(k) · 202514
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica