Plan Snapshot
- Plan Sponsor: Automation Anywhere, INC.
- Sponsor EIN: 371474200
- Sponsor Address: 633 RIVER OAKS PARKWAY, SAN JOSE, CA, 95134
- Plan Type: DC
- Total Participants: 425
- Total Assets: $64.2M
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 | 425 | $64.2M | $0 | $7.7M |
| 2023 | 458 | $53.7M | $0 | $9.1M |
| 2022 | 630 | $41.4M | $0 | $9.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $20,431 | — | $20,431 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $5,006 | — | $5,006 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,437
- Estimated Expense Ratio: 0.040% 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 | $25,437 | $20,431 | — | — | — |
| 2023 | $26,124 | $19,403 | $300 | — | — |
| 2022 | $25,928 | $20,472 | — | — | — |