Plan Ledger DOL Form 5500 · updated monthly

Apixio Holdings, LLCProfit-sharing plan

APIXIO HOLDINGS, LLC 401K PLAN · SAN MATEO, CA · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Apixio Holdings, LLC reported $90,599 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,678 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 information & media employers. By assets it is the 4,117th-largest of 9,483 plans among California employers on file, and 1,138th of 2,199 in information & media. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,664,760
Participants with balances339
Active participants288
Employer contributions$1,635,258
Employee contributions$3,321,666
Employer contribution per active participant$5,678
Average account balance$49,159
Benefits paid to participants$1,246,513
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,297
Investment management$1,602
Total administrative$90,599
Employer contributions to the Apixio Holdings, LLC plan · 2024
Employer contribution per active participant$5,678
Median for plans this size$2,416

Apixio Holdings, 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
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$99,599
FARMERS BANK OF APPOMATTOXindirect comp

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$90,599 · 0.68%
Same employer
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Expensify, Inc CA$17.0M · 0.21%
Public Library of Science CA$16.8M · 0.55%
Sebastian Enterprises, Inc. CA$16.8M · 0.36%
Inmobi Inc. CA$16.3M · 0.41%
Aeris Communications, Inc. CA$16.2M · 0.40%
Dronedeploy, Inc. CA$16.1M · 0.16%
E.Republic LLC CA$15.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460788940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.