Plan Ledger DOL Form 5500 · updated monthly

Apl Logistics Americas, LTD401(k)

THE SAVE PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Apl Logistics Americas, LTD reported $410,310 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,431 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 0.21% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 83rd-largest of 1,285 plans among Arizona employers on file, and the 161st of 2,677 in transportation & warehousing. In 2024, employees put in $1.10 for every $1.00 the employer contributed; active participation has grown from 2,250 to 2,669 since 2022.

Plan summary
Net assets, end of year$174,693,590
Participants with balances2,171
Active participants2,669
Employer contributions$6,487,318
Employee contributions$7,156,470
Employer contribution per active participant$2,431
Average account balance$80,467
Benefits paid to participants$16,677,948
Plan auditUnmodified (clean) audit opinion
AuditorREDW LLC
Plan history3
Yearassets · accounts · employer contribution
2024$174.7M · 2,171 accts · $6.5M emplr
2023$156.2M · 2,121 accts · $5.8M emplr
2022$134.2M · 1,857 accts · $5.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$272,828
Audit (IQPA)$30,700
Total administrative$410,310
The Apl Logistics Americas, LTD 401(k) match · 2024
Employer contribution per active participant$2,431
Median for plans this size$3,635
2024$2,431 per active participant
2023$2,398 per active participant
2022$2,353 per active participant

Apl Logistics Americas, LTD's 2024 employer contribution ran below the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$273,180
CALLAN LLC · Consulting$106,782
REDW LLC · Accounting / audit$30,700

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$410,310 · 0.25%
2023$273,153 · 0.19%
2022$308,077 · 0.21%
Same employer
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Standardaero AZ$364.0M · 0.04%
Ports America AZ$243.7M · 0.10%
Mesa Air Group Inc AZ$109.9M · 0.36%
McDonough Corporation AZ$43.2M · 0.13%
Priority Ambulance, LLC AZ$26.1M · 0.61%
Cvo Holding Company LLC AZ$24.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943017941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.