Plan Ledger DOL Form 5500 · updated monthly

Avepoint, Inc.401(k)

AVEPOINT, INC. 401(K) SAVINGS PLAN · JERSEY CITY, NJ · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Avepoint, Inc. reported $74,030 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,296 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 0.45% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 774th-largest of 2,419 plans among New Jersey employers on file, and the 3,861st of 11,654 in professional & technical services. In 2024, employees put in $3.07 for every $1.00 the employer contributed; active participation has grown from 286 to 333 since 2022.

Plan summary
Net assets, end of year$33,124,167
Participants with balances386
Active participants333
Employer contributions$1,097,523
Employee contributions$3,368,622
Employer contribution per active participant$3,296
Average account balance$85,814
Benefits paid to participants$2,132,715
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.1M · 386 accts · $1.1M emplr
2023$26.4M · 343 accts · $1.0M emplr
2022$20.2M · 354 accts · $953K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,252
Investment management$34,778
Total administrative$74,030
The Avepoint, Inc. 401(k) match · 2024
Employer contribution per active participant$3,296
Median for plans this size$2,416
2024$3,296 per active participant
2023$3,484 per active participant
2022$3,333 per active participant

Avepoint, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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
ASCENSUS LLC · Loan processing · Recordkeeping$39,252
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$34,778

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$74,030 · 0.25%
2023$70,785 · 0.30%
2022$93,180 · 0.45%
Similar plansProfessional & Technical Services · New Jersey
Highpoint Solutions, Inc. NJ$34.0M · 0.20%
Medpro Systems LLC NJ$33.7M · 0.09%
Aus, Inc. NJ$33.6M · 0.24%
Smolin, Lupin & Co., P.A. NJ$33.0M · 0.25%
Maintech Incorporated NJ$32.9M · 0.61%
Brillio, LLC NJ$32.8M · 0.16%
Cb Neptune Holdings LLC NJ$32.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834461709 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.