Avepoint, Inc. 401(k) Savings Plan
Sponsored by Avepoint, Inc. · EIN 834461709 · Plan #001
- Total assets
- $33.1M
- Net assets
- $33.1M
- Active participants
- 333
- With balances
- 386
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Participant loan processing, Recordkeeping fees, Other fees | $39,252 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $34,778 |