Kelley Svoboda signed Artemis Consulting, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Artemis Consulting, LLC's EIN is 20-4041454.
Download the official 2024 Form 5500 (PDF) for Artemis Consulting, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Artemis Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTERPOINT ADVISORY | — | OVERLAND PARK, KS | BROKER | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Equity Index 1 Registered Investment Company - Mutual Fund N/A | Common Collective Trusts | — | — | $1.4M | 13.9% | |
| Stable Value Fund R1 Insurance contract N/A | Stable Value | — | — | $1.3M | 13.1% | |
| Fidelity Large Cap Growth Index Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $1.1M | 10.8% | |
| BlackRock Lifepath Index 2055 K Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $839K | 8.2% | |
| BlackRock Lifepath Index 2060 K Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $503K | 4.9% | |
| flexPATH Index Moderate 2045 R1 Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $473K | 4.6% | |
| Large Cap Value R1 Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $430K | 4.2% | |
| BlackRock Lifepath Index 2045 K Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $384K | 3.7% | |
| BlackRock Lifepath Index 2050 K Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $272K | 2.7% | |
| AB US Large Cap Growth (W Series) Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $206K | 2.0% | |
| Franklin Rising Dividends R6 Registered Investment Company - Mutual Fund N/A 74 Franklin Small Cap Growth R6 Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $204K | 2.0% | |
| Fidelity Small Cap Index Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $169K | 1.7% | |
| Fidelity Mid Cap Growth Index Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $134K | 1.3% | |
| BlackRock Lifepath Index 2040 K Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $117K | 1.1% | |
| DFA Emerging Mkts Small Cap Port I Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $109K | 1.1% | |
| Vanguard Mid-Cap Value Index Adm Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $101K | 1.0% | |
| Fidelity Short-Term Treasury Bond Ind Registered Investment Company - Mutual Fund N/A | U.S. Treasuries | — | — | $99K | 1.0% | |
| Victory RS Global R Registered Investment Company - Mutual Fund N/A 78 Participant Loans - Interest rates at 5.25% to 10.00% | Bonds / Notes | — | — | $95K | 0.9% | |
| State Street Target Retirement 2060 K Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $93K | 0.9% | |
| flexPATH Index Moderate 2055 R1 Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $89K | 0.9% | |
| Schwab U.S. Aggregate Bond Index Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $73K | 0.7% | |
| Calamos Convertible I Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $71K | 0.7% | |
| Macquarie Mid Cap Income Opport R6 Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $63K | 0.6% | |
| International Growth II R1 Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $58K | 0.6% | |
| DWS Rreef Global Real Estate Sec R6 Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $57K | 0.6% | |
| flexPATH Index Conservative 2035 R1 Registered Investment Company - Mutual Fund N/A 617 * flexPATH Index Conservative Retire R1 Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $51K | 0.5% | |
| DWS Rreef Real Estate Securities R6 Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $47K | 0.5% | |
| BlackRock EAFE Equity Index 1 Registered Investment Company - Mutual Fund N/A | Common Collective Trusts | — | — | $45K | 0.4% | |
| Schwab Fundamental U.S. Large Comp InRegistered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $43K | 0.4% | |
| BlackRock Russell 2000 Value Index 6 Registered Investment Company - Mutual Fund N/A | Common Collective Trusts | — | — | $43K | 0.4% | |
| Franklin Equity Income R6 Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $42K | 0.4% | |
| BlackRock Lifepath Index 2035 K Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $39K | 0.4% | |
| BlackRock Lifepath Index 2030 K Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $36K | 0.3% | |
| State Street Target Retirement 2055 K Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $34K | 0.3% | |
| Calamos Evolving World Growth Fund I Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $33K | 0.3% | |
| Fidelity International Index Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $32K | 0.3% | |
| State Street Target Retirement 2045 K Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $32K | 0.3% | |
| BlackRock Russell 2000 Growth Index Registered Investment Company - Mutual Fund N/A | Common Collective Trusts | — | — | $29K | 0.3% | |
| AB US Sm/Mid Cap Value (W Series) Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $29K | 0.3% | |
| DFA Intl High Rel Profit Port Instl Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $29K | 0.3% | |
| DFA Intl Vector Equity Port Instl Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $27K | 0.3% | |
| State Street Target Retirement 2065 K Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $27K | 0.3% | |
| State Street Equity 500 Index K Registered Investment Company - Mutual Fund N/A | Common Collective Trusts | — | — | $25K | 0.2% | |
| Fidelity Advisor Intl Small Cap Z Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $22K | 0.2% | |
| DFA U.S. Sustainability Core 1 Portfl I Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $21K | 0.2% | |
| Small Cap Growth II R1 Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $20K | 0.2% | |
| Schwab International Small-Cap Eq Registered Investment Company - Mutual Fund N/A | Mutual Funds | — | — | $19K | 0.2% | |
| State Street Aggregate Bond Index K Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $19K | 0.2% | |
| BlackRock Lifepath Index Retire K Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $18K | 0.2% | |
| Harbor Small Cap Value Instl Registered Investment Company - Mutual Fund N/A | Common Stocks | — | — | $18K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | 94-2158860 | FRESNO, CA | CONTRACT ADMIN | $625 | — |
