Plan Ledger DOL Form 5500 · updated monthly

Aplix, Inc.401(k)

APLIX, INC. 401(K) RETIREMENT SAVINGS PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Aplix, Inc. reported $87,113 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,289 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 0.33% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 609th-largest of 2,005 plans among North Carolina employers on file, and the 4,847th of 13,661 in manufacturing. In 2024, employees put in $3.24 for every $1.00 the employer contributed; active participation has grown from 223 to 326 since 2022.

Plan summary
Net assets, end of year$27,140,175
Participants with balances263
Active participants326
Employer contributions$420,206
Employee contributions$1,359,585
Employer contribution per active participant$1,289
Average account balance$103,195
Benefits paid to participants$1,381,461
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.1M · 263 accts · $420K emplr
2023$23.0M · 257 accts · $401K emplr
2022$18.7M · 231 accts · $378K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,113
Total administrative$87,113
The Aplix, Inc. 401(k) match · 2024
Employer contribution per active participant$1,289
Median for plans this size$2,416
2024$1,289 per active participant
2023$1,396 per active participant
2022$1,693 per active participant

Aplix, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
3G RETIRMEENT SERVICES, LLC · Recordkeeping$19,097
LINCOLN FINANCIAL SECURITIES CORPOR · Other services$75,489
MORNINGSTAR · Investment advisory (plan)$194

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

Recordkeeper by year2
20243G RETIRMEENT SERVICES, LLC
20233G RETIRMEENT SERVICES, LLC

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

Administrative cost history3
2024$87,113 · 0.35%
2023$63,396 · 0.30%
2022$71,087 · 0.33%
Same employer
Similar plansManufacturing · North Carolina
J.C. Steele and Sons, Inc. NC$27.6M · 0.24%
Surteco USA Inc. NC$27.6M · 0.39%
Hyde Park Partners, Inc. NC$27.6M · 0.17%
Forbo Siegling, LLC NC$27.2M · 0.34%
St Engineering Leeboy, Inc. NC$26.8M · 0.53%
Burkert USA Corp NC$25.9M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 132967101 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.