Plan Snapshot
- Plan Sponsor: Artemis Practice Services, LLC
- Sponsor EIN: 850818653
- Sponsor Address: 3560 LENOX ROAD, SUITE 1230, ATLANTA, GA, 30326
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 43
- Total Assets: $49,621
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 43 | $49,621 | $548,090 | $177,064 |
| 2023 | 32 | $2,543 | $359,142 | $138,369 |
| 2022 | 32 | $10,842 | $14,860 | $13,405 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $12,415 | — | $12,415 |
| IRONWOOD BENEFITS ADVISORY SERVICES | Investment Advisor | $10,075 | — | $10,075 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $6,038 | — | $6,038 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,528
- Estimated Expense Ratio: 57.492% of plan assets
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 | $796,193 | — | — | — | — |
| 2023 | $533,674 | — | — | — | — |
| 2022 | $75,258 | — | — | — | — |