Artis Naples, Inc. Retirement Plan
Sponsored by Artis Naples, Inc. · EIN 592322926 · Plan #001
- Total assets
- $37.8M
- Net assets
- $37.8M
- Active participants
- 375
- With balances
- 290
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Investment management | $83,890 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $22,624 |
| Florida Retirement Consultants | Contract administrator | $13,301 |