Plan Ledger DOL Form 5500 · updated monthly

Artis Naples, Inc.403(b)

ARTIS NAPLES, INC. RETIREMENT PLAN · NAPLES, FL · plan year 2025

Reported admin expense ratio · 2025
0.21%

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

Artis Naples, Inc. reported $84,771 in plan administrative expenses for 2025: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,382 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 3 years on file its reported administrative ratio fell from 0.29% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 597th-largest of 3,644 plans among Florida employers on file, and the 491st of 3,341 in other services. In 2025, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,863,207
Participants with balances286
Active participants380
Employer contributions$525,127
Employee contributions$1,080,330
Employer contribution per active participant$1,382
Average account balance$153,368
Benefits paid to participants$1,543,174
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$43.9M · 286 accts · $525K emplr
2024$37.8M · 290 accts · $504K emplr
2023$32.6M · 266 accts · $456K emplr
2022$27.4M · 258 accts · $415K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$46,900
Investment management$37,871
Total administrative$84,771
Employer contributions to the Artis Naples, Inc. plan · 2025
Employer contribution per active participant$1,382
Median for plans this size$2,666
2025$1,382 per active participant
2024$1,343 per active participant
2023$1,274 per active participant
2022$1,181 per active participant

Artis Naples, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
EMPOWER ANNUITY INSURANCE COMPANY O · Investment management$44,883
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$25,000
FLORIDA RETIREMENT CONSULTANTS · Contract administrator$20,287

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

Administrative cost history4
2025$84,771 · 0.21%
2024$85,244 · 0.24%
2023$73,844 · 0.25%
2022$87,200 · 0.29%
Same employer
Similar plansOther Services · Florida
Tampa Armature Works, Inc. FL$45.8M · 0.18%
The Moorings, Incorporated FL$45.4M · 0.22%
Med-Lab Supply Co., Inc. FL$41.3M · 0.15%
Ecn (US) Holdings Corp FL$37.5M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592322926 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.