# Apercen Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/apercen-partners-llc-401k-plan

> Apercen Partners LLC's 401(k) plan: 347 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Apercen Partners LLC

- **Sponsor EIN:** 262246506

- **Sponsor Address:** 314 LYTTON AVENUE, PALO ALTO, CA, 94301

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

- **Total Participants:** 347

- **Total Assets:** $35.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|347|$35.8M|$2.2M|$3.9M|

| 2023|369|$27.3M|$2.0M|$3.6M|

| 2022|287|$17.8M|$1.5M|$2.7M|

## 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|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$95,994|$90,319|$5,675|—|—|

| 2023|$77,245|$71,795|$5,450|—|—|

| 2022|$56,069|$52,751|$3,318|—|—|

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