# Aveva INC. 401(k) Plan
Source: https://planprovider.pro/companies/aveva-inc-401k-plan

> Aveva INC.'s 401(k) plan: 1,691 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aveva INC.

- **Sponsor EIN:** 061136974

- **Sponsor Address:** 920 MEMORIAL CITY WAY, HOUSTON, TX, 77024

- **Plan Type:** 401(k)

- **Total Participants:** 1,691

- **Total Assets:** $485.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,691|$485.9M|$13.0M|$24.4M|

| 2023|921|$165.2M|$8.9M|$15.6M|

| 2022|866|$126.3M|$8.4M|$14.0M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$49,093|—|$49,093|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$48,450|—|$48,450|

| SILICON VALLEY ACCOUNTANCY CORPORA|ACCOUNTANT/AUDITOR|$41,688|—|$41,688|

| WITHUMSMITH BROWN P.C.|Auditor|$41,688|—|$41,688|

| PRECEPT ADVISORY GROUP LLC|INVESTMENT ADVISOR|$39,583|—|$39,583|

### 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

- [WITHUMSMITH BROWN P.C.](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $220,502

- **Estimated Expense Ratio:** 0.045% 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|$167,538|$49,093|$300|$41,688|—|

| 2023|$70,712|$16,874|$600|—|—|

| 2022|$86,418|$8,031|—|—|—|

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