# Automation Anywhere, INC. DC Plan
Source: https://planprovider.pro/companies/automation-anywhere-inc-plan-001

> Automation Anywhere, INC.'s DC plan: 425 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

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