AUMdb

Artemis Consulting, Llc 401(k) Profit Sharing Plan

Sponsored by Artemis Consulting, Llc · EIN 204041454 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
114
With balances
153

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Centerpoint Advisors, Llc CRD 156698 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Llc Recordkeeping, Participant loan processing, Recordkeeping fees $24,771
Centerpoint Advisory Investment management $22,264
Hicks Pension Services Contract administrator, Other fees $625