Plan Snapshot
- Plan Sponsor: Aperture Group, LLC
- Sponsor EIN: 203935076
- Sponsor Address: ONE LETTERMAN DR. BUILDING A, SAN FRANCISCO, CA, 941291492
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $13.7M
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 | 18 | $13.7M | $182,216 | $343,723 |
| 2023 | 17 | $13.2M | $180,822 | $364,172 |
| 2022 | 17 | $12.1M | $149,202 | $302,961 |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO 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 | $35,674 | $32,153 | — | — | — |
| 2023 | $34,759 | $31,768 | — | — | — |
| 2022 | $387,100 | — | $15,164 | — | — |