Plan Ledger DOL Form 5500 · updated monthly

Apollo Intelligence Operating LLC401(k)

APOLLO INTELLIGENCE 401(K) PLAN · WATERTOWN, MA · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Apollo Intelligence Operating LLC reported $76,939 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $3,798 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 0.73% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (1,847th of 2,726), and 7,801st of 11,654 in professional & technical services. In 2024, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,641,204
Participants with balances136
Active participants137
Employer contributions$520,262
Employee contributions$1,241,625
Employer contribution per active participant$3,798
Average account balance$78,244
Benefits paid to participants$1,338,315
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 136 accts · $520K emplr
2023$8.8M · 131 accts · $519K emplr
2022$5.7M · 129 accts · $527K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,939
Total administrative$76,939
The Apollo Intelligence Operating LLC 401(k) match · 2024
Employer contribution per active participant$3,798
Median for plans this size$1,313
2024$3,798 per active participant
2023$4,118 per active participant
2022$3,907 per active participant

Apollo Intelligence Operating LLC's 2024 employer contribution ran above the $1,313 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.

Administrative cost history3
2024$76,939 · 0.79%
2023$57,684 · 0.79%
2022$37,666 · 0.73%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Spencer Technologies, Inc. MA$11.0M · 0.65%
Azara Healthcare, LLC. MA$10.9M · 0.36%
Etq, LLC. MA$10.9M · 0.58%
Dgi Communications, LLC MA$10.6M · 0.44%
Fsg, Inc. MA$10.5M · 0.06%
Matter Communications, Inc. MA$10.5M · 0.59%
Schumacher Company, Inc. MA$10.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853830415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.