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Sponsor portfolio

ARTEMIS CONSULTING, LLC

EIN 20-4041454-management consulting-Latest filing 2025
Plans
2
Retirement
2
$15.4M assets
Welfare
0
Participants
316
1012 W. WASHINGTON - SAN DIEGO, CA 92103619-573-6328consultartemis.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$12.8M - 176 part#002CashBalance-$2.7M - 140 part

Retirement portfolio analytics

2 plans aggregated / $15.4M assets / 316 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PROFIT SHARING PLAN (#001)83%
  • CASH BALANCE PLAN (#002)17%
Total $15.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • ASCENSUS LLC83%
  • (Not disclosed)17%
Total $15.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)176
  • CASH BALANCE PLAN (#002)140
Total 316Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ARTEMIS CONSULTING, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$12.8M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ARTEMIS CONSULTING, LLC CASH BALANCE PLAN

CashBalance

Assets$2.7M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ARTEMIS CONSULTING, LLC 401(K) PROFIT SHARING PLAN401k$12.8M1762025
002ARTEMIS CONSULTING, LLC CASH BALANCE PLANCashBalance$2.7M1402025
Retirement plans
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