# Aeries Software, INC. 401(k) Plan
Source: https://planprovider.pro/companies/aeries-software-inc-plan

> Aeries Software, INC.'s 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aeries Software, INC.

- **Sponsor EIN:** 330427993

- **Sponsor Address:** 770 THE CITY DRIVE SOUTH, ORANGE, CA, 92868

- **Plan Type:** 401(k)

- **Total Participants:** 115

- **Total Assets:** $11.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|115|$11.5M|$414,169|$812,654|

| 2023|134|$11.7M|$417,876|$732,484|

| 2022|133|$10.9M|$387,898|$696,893|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| VALMARK ADVISERS, INC.|INVESTMENT ADVISORY - PLA|$22,480|—|$22,480|

| VALMARK ADVISERS INC|INVESTMENT ADVISOR|$9,343|—|$9,343|

| CROSSPLANS|TPA|$8,604|—|$8,604|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$5,172|—|$5,172|

| WALLACE PLESES & DREHER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WALLACE PLESES & DREHER LLP](https://planprovider.pro/provider/wallace-plese-dreher-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,599

- **Estimated Expense Ratio:** 0.396% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$37,845|—|$37,845|—|—|

| 2023|$39,435|—|$39,435|—|—|

| 2022|$36,929|—|—|—|$36,929|

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