# Amelia Us LLC 401(k) Plan
Source: https://planprovider.pro/companies/ipsoft-incorporated-401k-plan-001-2295

> Amelia Us LLC's 401(k) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amelia Us LLC

- **Sponsor EIN:** 844092295

- **Sponsor Address:** 17 STATE STREET, NEW YORK, NY, 10004

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

- **Total Participants:** 147

- **Total Assets:** $63.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|147|$63.9M|$747,434|$1.1M|

| 2023|198|$69.2M|$1.6M|$2.6M|

| 2022|308|$60.1M|$1.8M|$2.6M|

| 2021|294|$73.2M|$0|$0|

| 2020|356|$65.2M|$0|$0|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$50,805|—|$50,805|

| VANGUARD ADVISERS INC.|NONE|$20,785|—|$20,785|

| ROSENBERG RICH BAKER BERMAN, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [ROSENBERG RICH BAKER BERMAN, P.A.](https://planprovider.pro/provider/rosenberg-rich-baker-berman-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,590

- **Estimated Expense Ratio:** 0.112% 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|$71,190|$20,785|$50,405|—|—|

| 2023|$72,797|$18,539|—|—|—|

| 2022|$70,577|$16,746|$51,931|—|—|

| 2021|$69,240|$14,139|$52,376|—|—|

| 2020|$74,930|—|—|—|—|

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