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  2. ARETE ENTERPRISES LLC
Sponsor portfolio

ARETE ENTERPRISES LLC

EIN 84-2196156-Agriculture, Forestry, Fishing and Hunting-Latest filing 2024
Plans
2
Retirement
2
$955K assets
Welfare
0
Participants
12
1887 WHITNEY MESA DRIVE, STE 3939 - HENDERSON, NV 89014845-656-3893
Plans on this EIN
2 filings
#002CashBalance-$626K - 6 part#001401k-$329K - 6 part

Retirement portfolio analytics

2 plans aggregated / $955K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • PROFIT SHARING PLAN (#001)34%
Total $955KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • PROFIT SHARING PLAN (#001)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ARETE ENTERPRISES LLC CASH BALANCE PLAN

CashBalance

Assets$626K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ARETE ENTERPRISES LLC 401(K) PROFIT SHARING PLAN

401k

Assets$329K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ARETE ENTERPRISES LLC CASH BALANCE PLANCashBalance$626K62024
001ARETE ENTERPRISES LLC 401(K) PROFIT SHARING PLAN401k$329K62024
Retirement plans
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