Plan Ledger DOL Form 5500 · updated monthly

Apco Worldwide LLC401(k)

APCO WORLDWIDE LLC 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Apco Worldwide LLC reported $62,696 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,574 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 fell from 0.23% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other public administration employers. By assets it is the 164th-largest of 618 plans among District of Columbia employers on file, and the 14th of 90 in public administration. In 2024, employees put in $4.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,747,150
Participants with balances593
Active participants414
Employer contributions$1,065,810
Employee contributions$4,517,182
Employer contribution per active participant$2,574
Average account balance$90,636
Benefits paid to participants$3,090,152
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.7M · 593 accts · $1.1M emplr
2023$43.8M · 601 accts · $1.0M emplr
2022$34.5M · 546 accts · $793K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,069
Investment management$50,627
Total administrative$62,696
The Apco Worldwide LLC 401(k) match · 2024
Employer contribution per active participant$2,574
Median for plans this size$2,416
2024$2,574 per active participant
2023$2,418 per active participant
2022$2,002 per active participant

Apco Worldwide LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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
NEWPORT GROUP, INC. · Plan administrator · Recordkeeping$12,621
HIGHTOWER BETHESDA · Investment advisory (plan)$50,627

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$62,696 · 0.13%
2023$126,471 · 0.32%
2022$86,180 · 0.23%
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Source: U.S. Department of Labor, Form 5500 series, EIN 133627625 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.