# Aweber Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/aweber-systems-inc-plan-001

> Aweber Systems, INC.'s 401(k) plan: 65 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aweber Systems, INC.

- **Sponsor EIN:** 233023367

- **Sponsor Address:** 4275 COUNTY LINE RD #20 PMB 18, CHALFONT, PA, 189142212

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

- **Total Participants:** 65

- **Total Assets:** $17.7M

## 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|65|$17.7M|$325,102|$654,992|

| 2023|62|$15.7M|$442,710|$646,180|

| 2022|64|$12.9M|$487,180|$604,724|

## 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|

| EFPR GROUP CPA'S PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EFPR GROUP CPA'S PLLC](https://planprovider.pro/provider/efpr-group-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$5,093|—|$5,093|—|—|

| 2023|$5,226|—|$5,226|—|—|

| 2022|$4,524|—|$4,524|—|—|

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