Plan Ledger DOL Form 5500 · updated monthly

AP4 Group LLC401(k)

AP4 401K PLAN · LAKELAND, FL · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

AP4 Group LLC reported $21,111 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $4,318 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 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,685th-largest of 3,644 plans among Florida employers on file, and 2,781st of 4,246 in wholesale trade. In 2024, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,046,447
Participants with balances127
Active participants139
Employer contributions$600,162
Employee contributions$1,314,163
Employer contribution per active participant$4,318
Average account balance$86,980
Benefits paid to participants$915,255
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,315
Investment management$14,796
Total administrative$21,111
The AP4 Group LLC 401(k) match · 2024
Employer contribution per active participant$4,318
Median for plans this size$2,416

AP4 Group LLC'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
JOHN HANCOCK · Recordkeeping · Loan processing$6,443
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$14,668

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$21,111 · 0.19%
Same employer
Similar plansWholesale Trade · Florida
Xec, LLC FL$11.5M · 0.30%
First Nation Group LLC FL$11.4M · 0.02%
Aamp of Florida, Inc FL$11.3M · 0.60%
Wish Farms, Inc. FL$11.1M · 0.50%
Club Assist US LLC FL$11.0M · 0.58%
Jerry Pate Company FL$10.4M · 0.03%
Luxury Brand Partners LLC FL$10.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 882551248 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.