Plan Ledger DOL Form 5500 · updated monthly

Apollo Management Holdings, LP401(k)

APOLLO MANAGEMENT HOLDINGS, LP 401(K) PLAN · GREENWICH, CT · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Apollo Management Holdings, LP reported $220,591 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $3,768 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 0.056% to 0.062%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 65th-largest of 1,106 plans among Connecticut employers on file, and the 362nd of 4,798 in finance & insurance. In 2024, employees put in $4.72 for every $1.00 the employer contributed; active participation has grown from 1,699 to 1,966 since 2022.

Plan summary
Net assets, end of year$396,181,227
Participants with balances2,285
Active participants1,966
Employer contributions$7,407,069
Employee contributions$34,967,175
Employer contribution per active participant$3,768
Average account balance$173,383
Benefits paid to participants$29,084,974
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$396.2M · 2,285 accts · $7.4M emplr
2023$312.9M · 2,070 accts · $6.7M emplr
2022$226.9M · 1,881 accts · $5.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,457
Total administrative$220,591
The Apollo Management Holdings, LP 401(k) match · 2024
Employer contribution per active participant$3,768
Median for plans this size$4,294
2024$3,768 per active participant
2023$3,551 per active participant
2022$3,427 per active participant

Apollo Management Holdings, LP's 2024 employer contribution ran below the $4,294 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
PWC US TAX LLP · Other services$133,134
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$87,457

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

Administrative cost history3
2024$220,591 · 0.06%
2023$97,498 · 0.04%
2022$131,381 · 0.06%
Same employer
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Bridgewater Associates, LP CT$613.9M · 0.01%
POINT72, L.P. CT$582.2M · 0.01%
Ibg LLC CT$437.0M
Lone Pine Capital LLC CT$364.7M · 0.05%
Odyssey Reinsurance Company CT$309.3M · 0.03%
The Nassau Financial Group CT$228.7M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208351069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.