Plan Ledger DOL Form 5500 · updated monthly

Apollo Managing General Agency, LLC401(k)

APOLLO MANAGING GENERAL AGENCY 401(K) · RICHARDSON, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Apollo Managing General Agency, LLC reported $4,124 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,737 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (4,469th of 5,688), and 4,564th of 4,798 in finance & insurance. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,392,873
Participants with balances184
Active participants165
Employer contributions$286,583
Employee contributions$546,850
Employer contribution per active participant$1,737
Average account balance$18,440
Benefits paid to participants$114,173
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,572
Investment management$552
Total administrative$4,124
The Apollo Managing General Agency, LLC 401(k) match · 2024
Employer contribution per active participant$1,737
Median for plans this size$1,313

Apollo Managing General Agency, LLC's 2024 employer contribution ran above the $1,313 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 · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$3,572

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

Administrative cost history1
2024$4,124 · 0.15%
Similar plansFinance & Insurance · Texas
Dimont & Associates, LLC TX$3.7M · 0.78%
Cla USA, Inc TX$3.5M · 0.03%
Loanpeople LLC TX$3.5M · 1.01%
Aip-Ecs Holdings, LLC TX$3.2M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464323992 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.