Plan Snapshot
- Plan Sponsor: Avepoint, INC.
- Sponsor EIN: 834461709
- Sponsor Address: 525 WASHINGTON, BLVD., JERSEY CITY, NJ, 07302
- Plan Type: 401(k)
- Total Participants: 333
- Total Assets: $33.1M
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 | 333 | $33.1M | $1.1M | $3.4M |
| 2023 | 290 | $26.4M | $1.0M | $3.0M |
| 2022 | 286 | $20.2M | $953,216 | $2.9M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $39,252 | — | $39,252 |
| FIDUCIENT ADVISORS LLC | NONE | $34,778 | — | $34,778 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,030
- Estimated Expense Ratio: 0.223% 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 | $74,030 | $34,778 | $39,252 | — | — |
| 2023 | $70,785 | $35,000 | $35,785 | — | — |
| 2022 | $93,180 | $12,980 | $54,032 | — | — |