Plan Ledger DOL Form 5500 · updated monthly

Aperture Group, LLC401(k)

APERTURE GROUP, LLC RETIREMENT SAVINGS PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Aperture Group, LLC reported $35,674 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $10,123 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 has held roughly steady near 0.266%. 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 the 4,631st-largest of 9,483 plans among California employers on file, and 3,627th of 4,798 in finance & insurance. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,705,902
Participants with balances163
Active participants18
Employer contributions$182,216
Employee contributions$343,723
Employer contribution per active participant$10,123
Average account balance$84,085
Benefits paid to participants$1,446,609
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history2
Yearassets · accounts · employer contribution
2024$13.7M · 163 accts · $182K emplr
2023$13.2M · 172 accts · $181K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,521
Investment management$32,153
Total administrative$35,674
The Aperture Group, LLC 401(k) match · 2024
Employer contribution per active participant$10,123
Median for plans this size$2,416
2024$10,123 per active participant
2023$10,637 per active participant

Aperture 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
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants) · Investment advisory (plan)$32,153
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,521

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

Administrative cost history2
2024$35,674 · 0.27%
2023$34,759 · 0.27%
Similar plansFinance & Insurance · California
Amwest Funding Corp. CA$13.9M · 0.22%
US Metro Bank CA$13.8M · 0.26%
Provident Title Company CA$13.7M · 0.49%
Meritage Medical Network CA$13.2M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203935076 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.