Plan Ledger DOL Form 5500 · updated monthly

Apogee Telecom Inc.401(k)

APOGEE TELECOM, INC. 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Apogee Telecom Inc. reported $36,099 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $3,519 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 0.11% to 0.16%. 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 1,724th-largest of 5,688 plans among Texas employers on file, and the 876th of 2,199 in information & media. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has grown from 263 to 290 since 2022.

Plan summary
Net assets, end of year$25,314,521
Participants with balances264
Active participants290
Employer contributions$1,020,474
Employee contributions$2,217,027
Employer contribution per active participant$3,519
Average account balance$95,888
Benefits paid to participants$1,756,634
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $464K emplr
2024$25.3M · 264 accts · $1.0M emplr
2023$20.6M · 246 accts · $936K emplr
2022$15.8M · 243 accts · $818K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,388
Investment management$32,711
Total administrative$36,099
The Apogee Telecom Inc. 401(k) match · 2024
Employer contribution per active participant$3,519
Median for plans this size$2,416
2024$3,519 per active participant
2023$3,743 per active participant
2022$3,111 per active participant

Apogee Telecom Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$32,711
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,388

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

Administrative cost history4
2025Not separately reported
2024$36,099 · 0.16%
2023$29,093 · 0.16%
2022$19,204 · 0.11%
Same employer
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Exponent Technologies, Inc. TX$27.3M · 0.34%
Datavox, Inc. TX$27.2M · 0.34%
Asure Software, Inc. TX$25.6M · 0.41%
Zilliant, Inc. TX$24.6M · 0.01%
Powerhouse Management, Inc. TX$24.2M · 0.01%
Eso Solutions, Inc. TX$21.9M · 0.11%
Zte USA Inc. TX$21.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742995593 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.