2023 Form 5500 filing — Artera Services, LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008181842NAL0035641874001) for Artera Services, LLC 401(K) Plan, reported by Artera Services, LLC under EIN 46-1505840 and plan number 001. It reports 3,798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008181842NAL0035641874001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Artera Services, LLC
- EIN
- 46-1505840
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 3,798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $217,476,605
- Total liabilities (EOY)
- $11
- Net assets (EOY)
- $217,476,594
- Employer contributions
- $9,343,776
- Participant contributions
- $18,666,861
- Total income / additions
- $61,013,004
- Benefits paid
- $36,572,503
- Administrative expenses
- $503,340
- Total expenses
- $37,208,989
- Net increase / (decrease)
- $23,804,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $400,876 | $0 |
| Nfp Retirement | CONSULTANT | $57,875 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $43,113 | not reported in the loaded dataset |