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Company:
Arete Associates
Plan:
Arete Associates 401k Profit Sharing Plan
 

Arete Associates

83 Plan:

 
 
83
46
75
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (83) and the top rated plan (88) could equate to:
[How is this calculated?]
4 additional years of work
Up to $27,600 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Arete Associates 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Arete Associates 401k Profit Sharing Plan currently has over 400 active participants and over $59.7M in plan assets.

 

 Retirement Plan Details

Address 9301 Corbin Ave Suite 2000
Northridge, CA 91324 
Industry Professional, Scientific, and Technical Services
Administrator Sallie A. Di Vincenzo
Sponsor Chris Choi
Net Plan Assets $59,700,000
Total Participants 450
Avg Account Balance $130,000

 Top 3 Funds in this 401k

1. T. Rowe Price Blue Chip Growth 16%
2. T. Rowe Price Equity Income 12%
3. T. Rowe Price Balanced 10%

  Plan Service Providers

Corporate Trustee T. Rowe Price
Recordkeeper T. Rowe Price
Auditor Romberger Wilson

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