Artis Senior Living Retirement Savings And Investment Plan
Sponsored by Artis Senior Living, Llc · EIN 300718471 · Plan #001
- Total assets
- $30.2M
- Net assets
- $30.2M
- Active participants
- 929
- With balances
- 428
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 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 | $101,166 |
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $50,518 |
| Coastal Pension Services, Llc | Contract administrator, Other fees, Other services | $0 |
| Withumsmith & Brown Pc | Accounting, Other fees | $0 |
| Blue Ridge Associates | Contract administrator, Other fees | $0 |
| Sunburst Hospitality Corporation | Participant communication, Other fees | $0 |