Plan Ledger DOL Form 5500 · updated monthly

American Portfolios Holdings, In401(k)

AMERICAN PORTFOLIOS HOLDINGS, INC. 401(K) PLAN · HOLBROOK, NY · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

American Portfolios Holdings, In reported $6,079 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,134 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New York (2,956th of 5,648), and 3,492nd of 4,798 in finance & insurance. In 2022, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,145,812
Participants with balances125
Active participants126
Employer contributions$646,885
Employee contributions$1,420,817
Employer contribution per active participant$5,134
Average account balance$121,166
Benefits paid to participants$1,574,117
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$15.1M · 125 accts · $647K emplr
The American Portfolios Holdings, In 401(k) match · 2022
Employer contribution per active participant$5,134
Median for plans this size$2,266

American Portfolios Holdings, In's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$6,079 · 0.04%
Similar plansFinance & Insurance · New York
Blink Health Group, LLC NY$15.5M · 0.06%
Cppib America Inc. NY$15.3M · 0.26%
Primma LLC NY$14.6M · 0.01%
Emery & Webb, Inc. NY$14.2M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113518385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.