Plan Ledger DOL Form 5500 · updated monthly

American Portfolio Mortgage Corporation401(k)

AMERICAN PORTFOLIO MORTGAGE CORPORATION 401(K) PLAN · PALATINE, IL · plan year 2024

Reported admin expense ratio · 2024
0.83%

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

American Portfolio Mortgage Corporation reported $68,742 in plan administrative expenses for 2024: 0.83% of average plan assets, above the peer median. Employer contributions averaged $347 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Illinois (2,417th of 3,702), and 1,130th of 2,096 in real estate & leasing. In 2024, employees put in $13.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,677,964
Participants with balances229
Active participants217
Employer contributions$75,244
Employee contributions$1,026,789
Employer contribution per active participant$347
Average account balance$42,262
Benefits paid to participants$3,873,249
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,742
Total administrative$68,742
The American Portfolio Mortgage Corporation 401(k) match · 2024
Employer contribution per active participant$347
Median for plans this size$1,313

American Portfolio Mortgage Corporation's 2024 employer contribution ran below the $1,313 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 · 20241
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$1,366

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

Administrative cost history1
2024$68,742 · 0.83%
Same employer
Similar plansReal Estate & Leasing · Illinois
Bjb Partners, LLC IL$9.9M · 0.23%
Zeller Realty Corporation IL$9.8M · 0.51%
Pangea Ventures, LLC IL$9.7M · 0.04%
Metro Storage LLC IL$9.4M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364078960 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.