# Aperture, LLC 401(k) Plan
Source: https://planprovider.pro/companies/aperture-llc-401k-plan

> Aperture, LLC&#39;s 401(k) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aperture, LLC

- **Sponsor EIN:** 843119536

- **Sponsor Address:** 2000 E LAMAR BLVD, SUITE 550, ARLINGTON, TX, 76006

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

- **Total Participants:** 265

- **Total Assets:** $31.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|265|$31.8M|$1.9M|$2.0M|

| 2023|211|$23.6M|$1.2M|$1.4M|

| 2022|184|$16.4M|$652,821|$722,310|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$28,220|—|$28,220|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,937|—|$6,937|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,157

- **Estimated Expense Ratio:** 0.111% 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|$35,046|$6,937|—|—|—|

| 2023|$22,534|$3,133|—|—|—|

| 2022|$24,433|—|$17,246|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aperture-llc-401k-plan)

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