Plan Ledger DOL Form 5500 · updated monthly

Aperia Solutions, Inc.401(k)

APERIA SOLUTIONS, INC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Aperia Solutions, Inc. reported $81,761 in plan administrative expenses for 2024: 0.76% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,220 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 0.51% to 0.76%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (2,876th of 5,688), and 3,850th of 4,798 in finance & insurance. In 2024, employees put in $2.20 for every $1.00 the employer contributed; active participation has shrunk from 181 to 140 since 2022.

Plan summary
Net assets, end of year$11,418,025
Participants with balances141
Active participants140
Employer contributions$450,774
Employee contributions$989,967
Employer contribution per active participant$3,220
Average account balance$80,979
Benefits paid to participants$1,750,449
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 141 accts · $451K emplr
2023$10.1M · 155 accts · $580K emplr
2022$7.1M · 160 accts · $591K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,973
Investment management$25,788
Total administrative$81,761
The Aperia Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$3,220
Median for plans this size$2,416
2024$3,220 per active participant
2023$3,943 per active participant
2022$3,264 per active participant

Aperia Solutions, Inc.'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 · 20243
ADP, INC. · Loan processing · Recordkeeping$30,183
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$25,788
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, UBS
2023ADP, UBS

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

Administrative cost history3
2024$81,761 · 0.76%
2023$67,816 · 0.79%
2022$35,375 · 0.51%
Same employer
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Education Credit Union TX$11.6M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760680231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.