Plan Ledger DOL Form 5500 · updated monthly

Apollo Endosurgery, Inc.401(k)

APOLLO ENDOSURGERY 401(K) PLAN · AUSTIN, TX · plan year 2023

Reported admin expense ratio · 2023
0.42%

Apollo Endosurgery, Inc. reported $58,103 in plan administrative expenses for 2023: 0.42% 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 1 year on file its reported administrative ratio fell from 0.49% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,350th-largest of 5,688 plans among Texas employers on file, and 6,875th of 13,661 in manufacturing. In 2023, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,760,178
Participants with balances128
Active participants0
Employer contributions$802,758
Employee contributions$1,985,470
Employer contribution per active participant—
Average account balance$123,126
Benefits paid to participants$1,415,874
Plan auditUnmodified (clean) audit opinion
AuditorBAUER & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$15.8M · 128 accts · $803K emplr
2022$11.7M · 138 accts · $626K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$58,103
Total administrative$58,103
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$32,857
DEFINITI LLC · Contract administrator$1,875

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

Administrative cost history3
2024Not separately reported
2023$58,103 · 0.42%
2022$59,400 · 0.49%
Same employer
Similar plansManufacturing · Texas
Danhil Containers II, LTD. TX$16.1M · 0.58%
Trussway Holdings, Inc. TX$16.0M · 0.16%
Seatrax, Inc. TX$15.8M · 0.25%
Equibrand Corporation TX$15.6M · 0.62%
Lauren Concrete, Inc. TX$15.6M · 0.52%
Lone Star Fasteners, LLC TX$15.5M · 0.60%
Vault Pressure Control, LLC TX$15.5M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203412701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.