Plan Ledger DOL Form 5500 · updated monthly

Apco Holdings, LLC401(k)

APCO HOLDINGS 401(K) PLAN · NORCROSS, GA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Apco Holdings, LLC reported $202,128 in plan administrative expenses for 2024: 0.37% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,155 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 0.33% to 0.37%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 385th-largest of 2,160 plans among Georgia employers on file, and the 1,376th of 4,798 in finance & insurance. In 2024, employees put in $6.26 for every $1.00 the employer contributed; active participation has grown from 452 to 852 since 2022.

Plan summary
Net assets, end of year$64,414,043
Participants with balances964
Active participants852
Employer contributions$983,962
Employee contributions$6,159,519
Employer contribution per active participant$1,155
Average account balance$66,820
Benefits paid to participants$5,451,239
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS BENATOR & LIBBY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$64.4M · 964 accts · $984K emplr
2023$43.8M · 570 accts · $1.5M emplr
2022$40.0M · 573 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,408
Investment management$76,270
Total administrative$202,128
The Apco Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,155
Median for plans this size$3,635
2024$1,155 per active participant
2023$3,111 per active participant
2022$3,424 per active participant

Apco Holdings, LLC's 2024 employer contribution ran below the $3,635 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$94,598
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$72,106
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$29,561

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$202,128 · 0.37%
2023$131,538 · 0.31%
2022$143,494 · 0.33%
Same employer
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Examworks, LLC GA$89.9M · 0.20%
Georgia's Own Credit Union GA$87.9M · 0.03%
Pathstone GA$53.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770674830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.