Plan Snapshot
- Plan Sponsor: Artisan Design Group, LLC
- Sponsor EIN: 814545408
- Sponsor Address: 3401 OLYMPUS BLVD, COPPELL, TX, 750190014
- Plan Type: 401(k)
- Total Participants: 2,953
- Total Assets: $125.4M
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 | 2,953 | $125.4M | $3.5M | $10.5M |
| 2023 | 3,229 | $120.7M | $3.3M | $9.9M |
| 2022 | 3,046 | $94.4M | $3.2M | $8.3M |
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 | CONTRACT ADMINISTRATOR | $176,601 | — | $176,601 |
| ALLIANT INSURANCE SERVICES, INC. | OTHER SERVICES | — | $20,000 | $20,000 |
| SUTTON FROST CARY LLP | ACCOUNTANT | $5,105 | — | $5,105 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUTTON FROST CARY LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $201,706
- Estimated Expense Ratio: 0.161% 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 | $199,101 | — | $176,601 | $22,500 | — |
| 2023 | $182,446 | — | $165,052 | $17,394 | — |
| 2022 | $195,542 | — | $170,092 | — | $25,450 |