Plan Ledger DOL Form 5500 · updated monthly

Artis Senior Living, LLC401(k)

ARTIS SENIOR LIVING RETIREMENT SAVINGS AND INVESTMENT PLAN · MCLEAN, VA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Artis Senior Living, LLC reported $151,683 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $864 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 736th-largest of 2,266 plans among Virginia employers on file, and the 2,764th of 11,911 in health care & social assistance. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,217,238
Participants with balances428
Active participants929
Employer contributions$802,743
Employee contributions$1,654,472
Employer contribution per active participant$864
Average account balance$70,601
Benefits paid to participants$3,755,530
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$151,683
Total administrative$151,683
The Artis Senior Living, LLC 401(k) match · 2024
Employer contribution per active participant$864
Median for plans this size$2,416

Artis Senior Living, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$101,166
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$50,518
COASTAL PENSION SERVICES, LLC · Contract administrator · Other servicesindirect comp
WITHUMSMITH & BROWN PC · Accounting / auditindirect comp
BLUE RIDGE ASSOCIATES · Contract administratorindirect comp
SUNBURST HOSPITALITY CORPORATION · Participant communicationindirect comp

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

Administrative cost history1
2024$151,683 · 0.52%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
The Anderson Clinic, LLC VA$30.9M · 0.01%
Wall Holdings, Inc. VA$26.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300718471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.