Plan Snapshot
- Plan Sponsor: Artis Senior Living, LLC
- Sponsor EIN: 300718471
- Sponsor Address: 1651 OLD MEADOW RD, SUITE 100, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 929
- Total Assets: $30.2M
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 | 929 | $30.2M | $802,743 | $1.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $101,166 | — | $101,166 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $50,518 | $23 | $50,541 |
| COASTAL PENSION SERVICES, LLC | Recordkeeper | — | $24,361 | $24,361 |
| WITHUMSMITH & BROWN PC | Auditor | — | $14,488 | $14,488 |
| BLUE RIDGE ASSOCIATES | Recordkeeper | — | $11,605 | $11,605 |
| SUNBURST HOSPITALITY CORPORATION | Other Service Provider | — | $5,000 | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
- WITHUMSMITH & BROWN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $207,161
- Estimated Expense Ratio: 0.686% 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 | $151,683 | — | $151,683 | — | — |