Plan Snapshot
- Plan Sponsor: Arteris, INC. Arteris Ip
- Sponsor EIN: 270117058
- Sponsor Address: 900 E. HAMILTON AVENUE, SUITE 300, CAMPBELL, CA, 95008
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $15.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 95 | $15.1M | $775,742 | $2.1M |
| 2023 | 97 | $11.8M | $827,002 | $2.2M |
| 2022 | 114 | $7.1M | $760,599 | $2.0M |
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 |
|---|---|---|---|---|
| OSAIC WEALTH, INC. | NONE | $33,142 | — | $33,142 |
| STANCORP FINANCIAL GROUP | NONE | $16,545 | — | $16,545 |
| WOODBURY FINANCIAL SERVICES | NONE | $8,325 | — | $8,325 |
| BDG-CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH, INC. — NONE
- STANCORP FINANCIAL GROUP — NONE
- BDG-CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,012
- Estimated Expense Ratio: 0.383% 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 | $58,012 | $41,467 | $16,545 | — | — |
| 2023 | $39,951 | $28,042 | $11,909 | — | — |
| 2022 | $32,748 | — | $32,748 | — | — |