OpenERISA

Arete Advisors, LLC

Boca Raton, FL, 33431

EIN 81-3930932
Plans
2
Total participants
1,967
Filing years
2024, 2023, 2022, 2021
NAICS
523900
Plan sponsors in FloridaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Arete Advisors, LLC 401(K) Plan265
2024Form 5500501Arete Welfare Plan267
2023Form 5500001Arete Advisors, LLC 401(K) Plan252
2023Form 5500501Arete Welfare Plan237
2022Form 5500001Arete Advisors, LLC 401(K) Plan213
2022Form 5500501Arete Welfare Plan230
2021Form 5500001Arete Advisors, LLC 401(K) Plan251
2021Form 5500501Arete Welfare Plan252

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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