Plan Ledger DOL Form 5500 · updated monthly

Artera Services, LLC401(k)

ARTERA SERVICES, LLC 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Artera Services, LLC reported $466,910 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $2,490 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 fell from 0.29% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 147th-largest of 2,160 plans among Georgia employers on file, and the 289th of 5,337 in construction. In 2024, employees put in $2.10 for every $1.00 the employer contributed; active participation has grown from 1,828 to 3,642 since 2022.

Plan summary
Net assets, end of year$233,987,687
Participants with balances5,073
Active participants3,642
Employer contributions$9,069,137
Employee contributions$19,011,015
Employer contribution per active participant$2,490
Average account balance$46,124
Benefits paid to participants$38,612,059
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$234.0M · 5,073 accts · $9.1M emplr
2023$217.5M · 5,005 accts · $9.3M emplr
2022$193.1M · 3,674 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$358,706
Investment management$59,704
Audit (IQPA)$11,000
Total administrative$466,910
The Artera Services, LLC 401(k) match · 2024
Employer contribution per active participant$2,490
Median for plans this size$3,635
2024$2,490 per active participant
2023$2,618 per active participant
2022$1,845 per active participant

Artera Services, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$358,706
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$59,704
NFP · Consulting$37,500
WARREN AVERETT, LLC · Accounting / audit$11,000

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

Administrative cost history3
2024$466,910 · 0.21%
2023$503,340 · 0.25%
2022$400,785 · 0.29%
Same employer
Similar plansConstruction · Georgia
Kajima U.S.A. Inc. GA$244.9M · 0.05%
Beazer Homes USA, Inc. GA$188.4M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461505840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.