Plan Snapshot
- Plan Sponsor: Artis Naples, INC.
- Sponsor EIN: 592322926
- Sponsor Address: 5833 PELICAN BAY BLVD, NAPLES, FL, 341082740
- Plan Type: 403(b)
- Total Participants: 375
- Total Assets: $37.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 375 | $37.8M | $503,609 | $1.0M |
| 2023 | 358 | $32.6M | $456,270 | $865,490 |
| 2022 | 351 | $27.4M | $414,693 | $919,830 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $83,890 | — | $83,890 |
| KESTRA ADVISORY SERVICES, LLC | INVESTMENT ADVISORY | $22,624 | — | $22,624 |
| FLORIDA RETIREMENT CONSULTANTS | CONTRACT ADMIN | $13,301 | — | $13,301 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — INVESTMENT ADVISORY
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,815
- Estimated Expense Ratio: 0.317% 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 | $85,244 | $33,076 | $13,301 | — | — |
| 2023 | $73,844 | $32,616 | $11,364 | — | — |
| 2022 | $87,200 | $36,755 | $50,445 | — | — |