Artera Services, Llc 401(k) Plan
Sponsored by Artera Services, Llc · EIN 461505840 · Plan #001
- Total assets
- $234M
- Net assets
- $234M
- Active participants
- 3,642
- With balances
- 5,073
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $358,706 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $59,704 |
| Nfp | Consulting (general) | $37,500 |
| Warren Averett, Llc | Accounting | $11,000 |