ARETE WEALTH, INC.

Company Details

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

ARETE WEALTH, INC. 401(K) PLAN

2023

260439213

2024-03-15

ARETE WEALTH, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2021-01-01
Business code	551112
Sponsor’s telephone number	3129403684
Plan sponsor’s address	1115 WEST FULTON MARKET, 3RD FLOOR, CHICAGO, IL, 60607

ARETE WEALTH, INC. 401(K) PLAN

2022

260439213

2023-07-14

ARETE WEALTH, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2021-01-01
Business code	551112
Sponsor’s telephone number	3129403684
Plan sponsor’s address	1115 WEST FULTON MARKET, 3RD FLOOR, CHICAGO, IL, 60607

ARETE WEALTH, INC. 401(K) PLAN

2021

260439213

2022-09-16

ARETE WEALTH, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2021-01-01
Business code	551112
Sponsor’s telephone number	3129403684
Plan sponsor’s address	1115 WEST FULTON MARKET, 3RD FLOOR, CHICAGO, IL, 60607

Name and Address	Role	Appointment Date
MITCHELL D. WEINSTEIN, 120 S RIVERSIDE PLZ STE 1700, CHICAGO, 60606, COOK-NOT IN CITY OF CHICAGO	Agent	2022-04-29

Name and Address	Role
JOSHUA ROGERS 1115 W FULTON MARKET 3RD FL, CHICAGO IL 60607	President

Name and Address	Role
DAVID HOCK 1115 W FULTON MARKET, 3RD FL, CHICAGO, IL 60607	Secretary

Class	Series	Voting Rights	Authorized Shares	Issued Shares	Par Value
COMMON	No data	Voting Rights	50000	21543000	0.01

Date of last update: 16 Jan 2025