Artera Services, LLC 401(K) Plan — Form 5500 plan (Artera Services, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Artera Services, LLC 401(K) Plan is a benefit plan reported by Artera Services, LLC under EIN 46-1505840 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,798 participants and $217,476,605 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Artera Services, LLC
EIN
46-1505840
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
3,798
End-of-year plan assets
$217,476,605

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,798H, C20241008181842NAL0035641874001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$217,476,605
Total liabilities (EOY)
$11
Net assets (EOY)
$217,476,594
Net assets (BOY)
$193,055,894

Income & contributions

Employer contributions
$9,343,776
Participant contributions
$18,666,861
Total contributions
$29,780,722
Total income / additions
$61,013,004

Expenses & distributions

Benefits paid
$36,572,503
Administrative expenses
$503,340
Total expenses
$37,208,989
Net increase / (decrease)
$23,804,015

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$400,876$02023
Nfp RetirementCONSULTANT$57,875not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$43,113not reported in the loaded dataset2023

Related Form 5500 pages