Plan Snapshot
- Plan Sponsor: Artera Services, LLC
- Sponsor EIN: 461505840
- Sponsor Address: 3100 INTERSTATE NORTH CIR SE, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 3,642
- Total Assets: $234.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 3,642 | $234.0M | $9.1M | $19.0M |
| 2023 | 3,569 | $217.5M | $9.3M | $18.7M |
| 2022 | 1,828 | $193.1M | $3.4M | $9.7M |
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 |
|---|---|---|---|---|
| WARREN AVERETT LLC | Auditor | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 0.005% 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 | $466,910 | $59,704 | $900 | $11,000 | — |
| 2023 | $503,340 | $44,589 | $1,500 | — | — |
| 2022 | $400,785 | $18,089 | — | — | — |