Plan Ledger DOL Form 5500 · updated monthly

Apolis401(k)

APOLIS 401(K) PLAN · EL SEGUNDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.45%

Apolis reported $65,577 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. 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 fell from 0.55% to 0.45%. 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 4,277th-largest of 9,483 plans among California employers on file, and 6,409th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$15,709,046
Participants with balances411
Active participants376
Employer contributions—
Employee contributions$1,482,323
Employer contribution per active participant—
Average account balance$38,222
Benefits paid to participants$1,285,372
Plan auditUnmodified (clean) audit opinion
AuditorJOSEPH CHEN & ZHU LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 411 accts
2023$13.2M · 427 accts
2022$11.3M · 469 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,975
Investment management$20,602
Total administrative$65,577
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
ADP, INC. · Loan processing · Recordkeeping$44,975
PENSIONMARK FINANCIAL GROUP, LLC · Recordkeeping · Trustee$20,602

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

Recordkeeper by year2
2024ADP, PENSIONMARK FINANCIAL GROUP, LLC
2023ADP, PENSIONMARK FINANCIAL GROUP, LLC

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Administrative cost history3
2024$65,577 · 0.45%
2023$63,519 · 0.52%
2022$69,946 · 0.55%
Same employer
Similar plansProfessional & Technical Services · California
Solugenix Corporation CA$15.8M · 0.55%
H Code Media, Inc. CA$15.8M · 0.39%
Fci Lender Services Inc CA$15.8M · 0.54%
Forward Slope, Inc. CA$15.6M · 0.47%
Limeade, Inc. CA$15.6M · 0.28%
Hunt & Henriques,Llp CA$15.6M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330799296 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.