Plan Ledger DOL Form 5500 · updated monthly

Automation Anywhere, Inc.401(k)

AUTOMATION ANYWHERE, INC. 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Automation Anywhere, Inc. reported $25,437 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,439th-largest of 9,483 plans among California employers on file, and the 2,226th of 11,654 in professional & technical services. active participation has shrunk from 630 to 425 since 2022.

Plan summary
Net assets, end of year$64,219,902
Participants with balances770
Active participants425
Employer contributions$0
Employee contributions$7,696,941
Employer contribution per active participant$0
Average account balance$83,402
Benefits paid to participants$6,080,764
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.2M · 770 accts
2023$53.7M · 819 accts
2022$41.4M · 917 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,006
Investment management$20,431
Total administrative$25,437
The Automation Anywhere, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

Automation Anywhere, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$20,431
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,006

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$25,437 · 0.04%
2023$26,124 · 0.05%
2022$25,928 · 0.06%
Same employer
Similar plansProfessional & Technical Services · California
Softbank Inc. CA$64.9M · 0.23%
Baiduusa LLC CA$64.7M · 0.06%
Meridianlink, Inc. CA$64.4M · 0.30%
Rigel Pharmaceuticals Inc. CA$64.3M · 0.04%
Bill.com, LLC CA$63.3M · 0.07%
Rick Engineering Company CA$63.0M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371474200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.