# Arteris, INC. Arteris Ip 401(k) Plan
Source: https://planprovider.pro/companies/arteris-inc-plan-002

> Arteris, INC. Arteris Ip's 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/royal-alliance-associates-inc) — NONE

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BDG-CPAS](https://planprovider.pro/provider/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|—|—|

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