Sean Rogers signed Artera Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Artera Services, LLC's EIN is 46-1505840.
Download the official 2024 Form 5500 (PDF) for Artera Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Artera Services, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $359K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $60K | — |
| NFP |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $24.7M | 10.5% | |
| FID FRDM 2040 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $17.9M | 7.7% | |
| FID FRDM 2035 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $16.9M | 7.2% | |
| FID FRDM 2045 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $15.2M | 6.5% | |
| FID FRDM 2030 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $15.1M | 6.5% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $12.8M | 5.5% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $12.2M | 5.2% | |
| FID FRDM 2050 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $11.7M | 5.0% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $11.5M | 4.9% | |
| FID FRDM 2055 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $11.5M | 4.9% | |
| MFS International Diversification Fund R6 | Mutual Funds | — | — | $11.0M | 4.7% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $10.9M | 4.7% | |
| FID FRDM 2060 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $9.8M | 4.2% | |
| FID FRDM 2025 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $8.9M | 3.8% | |
| to 9.50% with various maturities | Bonds / Notes | — | — | $8.0M | 3.4% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $5.6M | 2.4% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $4.9M | 2.1% | |
| FID FRDM 2065 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $4.5M | 1.9% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $4.2M | 1.8% | |
| FID FRDM 2020 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $3.2M | 1.4% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $3.0M | 1.3% | |
| Fidelity Investments Mid-Cap Index Fund | Common Collective Trusts | — | — | $2.4M | 1.0% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $1.9M | 0.8% | |
| Mutual and Money Market Funds * Fidelity Investments Small Cap Growth Fund | Mutual Funds | — | — | $1.6M | 0.7% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $1.5M | 0.7% | |
| Virtus Duff & Phelps Duff & Phelps Real Estate R6 Fund | Other securities | — | — | $983K | 0.4% | |
| FID FRDM 2010 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $758K | 0.3% | |
| Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $459K | 0.2% | |
| FID FRDM 2015 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $337K | 0.1% | |
| FID FRDM INC CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $320K | 0.1% | |
| Loomis, Sayles and Company Inflationary Protected Securitization Fund | Common Stocks | — | — | $265K | 0.1% | |
| Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $28K | <0.1% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| CT STABLE INC I-25 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 018 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0905143 |
| — |
| CONSULTANT |
| $38K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT, LLC | 45-4084437 | — | ACCOUNTANT/AUDITOR | $11K | — |
