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Sponsor portfolio

ARETE ASSOCIATES

EIN 95-2954108-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$306.7M assets
Welfare
1
$4.0M premiums
Participants
1,704
9301 CORBIN AVE - NORTHRIDGE, CA 91324818-885-2236
Plans on this EIN
3 filings
#002401k-$213.7M - 708 part#003ESOP-$93.0M - 511 part#501Mixed-$4.0M - 613 lives

Retirement portfolio analytics

2 plans aggregated / $306.7M assets / 1,219 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PROFIT SHARING PLAN (#002)70%
  • EMPLOYEE STOCK OWNERSHIP (#003)30%
Total $306.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • T ROWE PRICE RPS INC70%
  • (Not disclosed)30%
Total $306.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)708
  • EMPLOYEE STOCK OWNERSHIP (#003)511
Total 1,219Click row to drill in

Benefits portfolio analytics

1 plan / $4.0M premiums / 613 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Other$626K
  • Life$482K
  • Short-term disability$409K
  • Long-term disability$409K
Total $4.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY46%
  • KAISER FOUNDATION HEALTH PLAN INC39%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
  • PETERSEN INTERNATIONAL UNDERWRITERS0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $4.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ACRISURE LLC96%
  • AGIS NETWORK INSURANCE SERVICE4%
Total $352K2 slices

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 ASSOCIATES 401(K) PROFIT SHARING PLAN

401k

Assets$213.7M
Participants708
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$93.0M
Participants511
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARETE ASSOCIATES WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.0M
Covered lives613
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ARETE ASSOCIATES 401(K) PROFIT SHARING PLAN401k$213.7M7082025
003ARETE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLANESOP$93.0M5112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARETE ASSOCIATES WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.0M6132025
Retirement plans
Welfare plans
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