Original filing (PDF)20251015192144NAL0011189778001

ARTEMIS HEALTHCARE, INC.

Name: ARTEMIS HEALTHCARE, INC. — ARTEMIS HEALTHCARE , INC. 401(K) PLAN, Form 5500 (2024)
Creator: ARTEMIS HEALTHCARE, INC.

Form 5500

FILING_RECEIVED

ARTEMIS HEALTHCARE , INC. 401(K) PLAN

401(k) retirement plan

Signals · 3

Non-exempt prohibited transactionHigh average account balance~94 bps in Sched C fees

Active participants

103

Accounts w/ balance

126

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

How this plan invests

This plan

1 pooled trust

Schedule D

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARTEMIS HEALTHCARE, INC..

Plan sponsor

Name

ARTEMIS HEALTHCARE, INC.

EIN

87-1841695

Address

658 GRASSMERE PARK DRIVE SUITE 104 · NASHVILLE, TN · 37211

Phone

(615) 916-5945

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$35K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

37 direct securities · 1 pooled fund· $8.1M(100% of reported assets)

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.

Other securities

$7.5M

36 holdings

Common Collective Trust

$623K

1 holding

Common Stock

$20K

1 holding

					% of plan
T. Rowe Price Blue Chip Growth I Mutual Fund	Other securities	—	—	$1.4M	17.4%
Vanguard Target Retirement 2035 Inv Mutual Fund	Other securities	—	—	$1.1M	13.1%
Vanguard 500 Index Fund - Admiral Mutual Fund	Other securities	—	—	$730K	9.0%
GALLIARD STABLE RETURN FUND M WELLS FARGO MUTUAL FUNDS · EIN 94-6751924 / PN 001	Common Collective Trust	—	—	$623K	7.6%
Fidelity Mid-Cap Index Mutual Fund	Other securities	—	—	$584K	7.2%
Vanguard Target Retirement 2025 Inv Mutual Fund	Other securities	—	—	$519K	6.4%
Vanguard Target Retirement 2045 Inv Mutual Fund	Other securities	—	—	$342K	4.2%
Macquarie Mid-Cap Growth R6 Mutual Fund	Other securities	—	—	$331K	4.1%
Vanguard Target Retirement 2040 Inv Mutual Fund	Other securities	—	—	$330K	4.0%
Fidelity International Index Mutual Fund	Other securities	—	—	$285K	3.5%
Fidelity Small Cap Index Mutual Fund	Other securities	—	—	$205K	2.5%
Vanguard Total Bond Market Index Admiral Mutual Fund	Other securities	—	—	$180K	2.2%
Western Asset Core Bond IS Mutual Fund	Other securities	—	—	$162K	2.0%
Vanguard Target Retirement 2030 Inv Mutual Fund	Other securities	—	—	$147K	1.8%
Vanguard Target Retirement 2050 Inv Mutual Fund	Other securities	—	—	$141K	1.7%
Vanguard Equity-Income Adm Mutual Fund	Other securities	—	—	$131K	1.6%
JHancock International Growth R6 Mutual Fund	Other securities	—	—	$129K	1.6%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund	Other securities	—	—	$123K	1.5%
Vanguard Target Retirement Income Inv Mutual Fund	Other securities	—	—	$96K	1.2%
Vanguard Short-Term Investment-Grade Adm Mutual Fund	Other securities	—	—	$93K	1.1%
Vanguard Target Retirement 2055 Inv Mutual Fund	Other securities	—	—	$80K	1.0%
Federated Hermes Mdt Small Cap Growth R6 Mutual Fund	Other securities	—	—	$78K	1.0%
BlackRock Liquidity FedFund Instl Mutual Fund	Other securities	—	—	$54K	0.7%
DFA US Targeted Value I Mutual Fund	Other securities	—	—	$53K	0.6%
DFA Large Cap International I Mutual Fund	Other securities	—	—	$52K	0.6%
Vanguard Short-Term Bond Index Adm Mutual Fund	Other securities	—	—	$26K	0.3%
DFA Commodity Strategy I Mutual Fund	Other securities	—	—	$24K	0.3%
BlackRock Inflation Prted Bd BlackRock K Mutual Fund	Other securities	—	—	$23K	0.3%
Columbia Seligman Tech & Information I3 Mutual Fund	Other securities	—	—	$21K	0.3%
DFA Global Real Estate Securities Mutual Fund	Other securities	—	—	$21K	0.3%
DFA World ex US Government Fxd Inc I Mutual Fund	Common Stock	—	—	$20K	0.2%
Lord Abbett High Yield R6 Mutual Fund	Other securities	—	—	$14K	0.2%
JPMorgan US Equity R6 Mutual Fund	Other securities	—	—	$11K	0.1%
Vanguard Target Retirement 2060 Inv Mutual Fund	Other securities	—	—	$9K	0.1%
Invesco Developing Markets R6 Mutual Fund	Other securities	—	—	$6K	<0.1%
Vanguard Target Retirement 2020 Inv Mutual Fund	Other securities	—	—	$5K	<0.1%
Fidelity Real Estate Investment Mutual Fund	Other securities	—	—	$5K	<0.1%
BlackRock Health Sciences Opps K Mutual Fund	Other securities	—	—	$2K	<0.1%