AUMdb

Artisan Design Group 401(k) Plan

Sponsored by Artisan Design Group, Llc · EIN 814545408 · Plan #002

Total assets
$125M
Net assets
$125M
Active participants
2,953
With balances
1,734

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $176,601
Sutton Frost Cary Llp Accounting, Direct payment from the plan $5,105
Alliant Insurance Services, Inc. Other services, Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0