Plan Snapshot
- Plan Sponsor: Artemis Consulting, LLC
- Sponsor EIN: 204041454
- Sponsor Address: 1012 W. WASHINGTON, SAN DIEGO, CA, 92103
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 114 | $10.2M | $795,695 | $670,317 |
| 2023 | 105 | $8.7M | $670,459 | $589,706 |
| 2022 | 97 | $6.8M | $623,356 | $487,953 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JWT & ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $45,322 | — | — | — | — |
| 2023 | $24,443 | — | $870 | — | — |
| 2022 | $18,308 | — | $18,308 | — | — |