Plan Ledger DOL Form 5500 · updated monthly

Apogee Engineering LLC401(k)

APOGEE ENGINEERING 401 (K) PLAN · COLORADO SPGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Apogee Engineering LLC reported $23,910 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,294 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 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 247th-largest of 1,461 plans among Colorado employers on file, and the 2,794th of 11,654 in professional & technical services. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,263,400
Participants with balances822
Active participants641
Employer contributions$4,034,226
Employee contributions$6,185,886
Employer contribution per active participant$6,294
Average account balance$59,931
Benefits paid to participants$9,591,605
Plan auditUnmodified (clean) audit opinion
AuditorPLANTE & MORAN,PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$49.3M · 822 accts · $4.0M emplr
2023$42.0M · 833 accts · $3.8M emplr
2022$29.4M · 820 accts · $3.5M emplr
The Apogee Engineering LLC 401(k) match · 2024
Employer contribution per active participant$6,294
Median for plans this size$2,416
2024$6,294 per active participant
2023$5,749 per active participant
2022$5,816 per active participant

Apogee Engineering 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 · 202410
T.ROWE PRICE RPS, INC · Recordkeeping · Trustee$23,910
DODGE & COX · Recordkeeping · Trusteeindirect comp
ARTISAN INTERNATIONAL · Investment managementindirect comp
PIMCO · Investment managementindirect comp
FRANKLIN CONVERTIBLE · Investment managementindirect comp
BUFFALO INTERNATIONAL · Investment managementindirect comp
COLUMBIA · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
NUVEEN · Investment managementindirect comp
AMERICAN CENTURY · Investment managementindirect 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
2024DODGE & COX, T. Rowe Price
2023DODGE & COX, T. Rowe Price

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Administrative cost history3
2024$23,910 · 0.05%
2023$10,020 · 0.03%
2022$12,541 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Colorado
Mercury Healthcare, Inc. CO$55.6M · 0.23%
Rocky Mountain Institute CO$55.4M · 0.40%
Nextworld, LLC CO$49.1M · 0.15%
Clovis Oncology, Inc. CO$47.2M · 0.15%
Hall & Evans, LLC CO$45.3M · 0.17%
Onepoint Hro, LLC CO$44.9M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562484395 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.