Plan Ledger DOL Form 5500 · updated monthly

A-P-T Research, Inc401(k)

A-P-T RESEARCH, INC. 401(K) PLAN · HUNTSVILLE, AL · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

A-P-T Research, Inc reported $62,031 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $4,334 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 rose from 0.19% to 0.20%. 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 215th-largest of 902 plans among Alabama employers on file, and the 3,865th of 11,654 in professional & technical services. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,076,277
Participants with balances228
Active participants166
Employer contributions$719,473
Employee contributions$1,561,919
Employer contribution per active participant$4,334
Average account balance$145,071
Benefits paid to participants$3,766,000
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.1M · 228 accts · $719K emplr
2023$28.8M · 221 accts · $698K emplr
2022$23.7M · 220 accts · $677K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$350
Investment management$61,681
Total administrative$62,031
The A-P-T Research, Inc 401(k) match · 2024
Employer contribution per active participant$4,334
Median for plans this size$2,416
2024$4,334 per active participant
2023$4,364 per active participant
2022$4,309 per active participant

A-P-T Research, Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
MORGANSTANLEYSMITHBARNEYLLC · Investment advisory (participants)$61,681

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$62,031 · 0.20%
2023$51,312 · 0.20%
2022$49,154 · 0.19%
All plans at this employer2
A-P-T RESEARCH, INC. 401(K) PLAN401(k)
APT EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 631026951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.