How big is Artery Capital Group LLC's plan?

Artery Capital Group LLC's plan reported $5.8M in assets and 9 participants for 2024.

Original filing (PDF)20250924110551NAL0006671073001

Artery Capital Group LLC

Name: Artery Capital Group LLC — The Artery Group, LLC /, Form 5500 (2024)
Creator: Artery Capital Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Artery Group, LLC / Artery Capital Group LLC 401(k) Plan

401(k) retirement plan · Artery Capital Group LLC's The Artery Group, LLC / Artery Capital Group LLC 401(k) Plan held $5.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

James KEEF signed Artery Capital Group LLC's 2024 Form 5500 as plan administrator.

James KEEF — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Artery Capital Group LLC's EIN is 27-1811144.

EIN 27-1811144

Plan number 001

Plan year 2024

ACK ID 20250924110551NAL0006671073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Artery Capital Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Artery Capital Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARTERY CAPITAL GROUP LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ARTERY CAPITAL GROUP LLC

EIN

all filings

Address

7201 WISCONSIN AVE., SUITE 600 · BETHESDA, MD · 20814

Phone

(301) 961-8232

Industry

Real Estate

Plan administrator