Plan Ledger DOL Form 5500 · updated monthly

Artemis Consulting, LLC401(k)

ARTEMIS CONSULTING, LLC 401(K) PROFIT SHARING PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.48%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Artemis Consulting, LLC reported $45,322 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $6,980 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.27% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,388th of 9,483), and 7,928th of 11,654 in professional & technical services. In 2024, the employer put in $1.19 for every $1.00 employees contributed themselves; active participation has grown from 97 to 114 since 2022.

Plan summary
Net assets, end of year$10,241,477
Participants with balances153
Active participants114
Employer contributions$795,695
Employee contributions$670,317
Employer contribution per active participant$6,980
Average account balance$66,938
Benefits paid to participants$1,209,563
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 153 accts · $796K emplr
2023$8.7M · 157 accts · $670K emplr
2022$6.8M · 145 accts · $623K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,697
Total administrative$45,322
The Artemis Consulting, LLC 401(k) match · 2024
Employer contribution per active participant$6,980
Median for plans this size$1,313
2024$6,980 per active participant
2023$6,385 per active participant
2022$6,426 per active participant

Artemis Consulting, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ASCENSUS LLC · Recordkeeping · Loan processing$24,771
CENTERPOINT ADVISORY · Investment management$22,264
HICKS PENSION SERVICES · Contract administrator$625

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus
2023Ascensus

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Administrative cost history3
2024$45,322 · 0.48%
2023$24,443 · 0.32%
2022$18,308 · 0.27%
Similar plansProfessional & Technical Services · California
Medallia, Inc. CA$10.3M · 0.08%
Paragon Legal Group LLC CA$10.3M · 0.07%
Premise Data Corporation CA$10.2M · 0.30%
Naehas Inc CA$10.2M · 0.09%
Cordevalle L.P. CA$10.2M · 0.18%
Tredence CA$10.2M · 0.03%
Compex Legal Services, Inc. CA$10.2M · 0.06%
Nicolehollis, Inc. CA$10.1M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204041454 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.