# Avepoint, INC. 401(k) Plan
Source: https://planprovider.pro/companies/avepoint-inc-401k-plan

> Avepoint, INC.'s 401(k) plan: 333 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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