Arete Associates 401(k) match, vesting and fees
What Arete Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Beeson, Hoffman & Siddall, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Arete Associates: employer contribution per participant | $4,589 | |
| Peer median | $2,682 |
| Arete Associates: average balance | $309,281 | |
| Peer median | $99,496 |
| Arete Associates: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.18% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $178M at the end of plan year 2021 to $214M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 708 | $214M | $3.2M | $4,589 | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 643 | $194M | $2.7M | $4,359 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 611 | $171M | $2.7M | $4,520 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 596 | $144M | $2.4M | $4,153 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 550 | $178M | $2.2M | $4,051 | 0.04% | Not published | Form 5500 ↗ |
Other Arete Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Arete Associates Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Beeson, Hoffman & Siddall, Inc. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Arete Associates match 401(k) contributions?
The match terms for the Arete Associates 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $3.2M in employer contributions, about $4,589 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Arete Associates 401(k) match vested?
The vesting schedule for the Arete Associates 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Arete Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is T Rowe Price Rps Inc. The plan administrator is Arete Associates.
I left Arete Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Arete Associates, (818) 885-2236) or the recordkeeper, T Rowe Price Rps Inc. The Arete Associates old 401(k) page lists the contacts from every plan filing. Find an old Arete Associates 401(k)
Data from the public Form 5500 annual reports Arete Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Arete Associates. Not financial advice. Report a correction · Methodology