Plan Ledger DOL Form 5500 · updated monthly

Apollo Professional Solutions, Inc.401(k)

APOLLO PROFESSIONAL SOLUTIONS, INC. 401(K) PLAN · SALEM, NH · plan year 2023

Reported admin expense ratio · 2023
0.72%

Apollo Professional Solutions, Inc. reported $27,329 in plan administrative expenses for 2023: 0.72% 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 0.96% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New Hampshire (342nd of 411), and 10,165th of 11,654 in professional & technical services. active participation has shrunk from 231 to 39 since 2022.

Plan summary
Net assets, end of year$4,017,717
Participants with balances105
Active participants39
Employer contributions—
Employee contributions$440,068
Employer contribution per active participant—
Average account balance$38,264
Benefits paid to participants$470,679
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 90 accts
2023$4.0M · 105 accts
2022$3.6M · 130 accts · $185 emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$27,329
Total administrative$27,329
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 · 20235
EMPOWER ADVISORY GROUP, LLC · Investment management$11,505
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$1,893
NEXT FINANCIAL GROUP INCindirect comp
THE ANGELL PENSION GROUP, INC. · Contract administratorindirect comp

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$26,391 · 0.68%
2023$27,329 · 0.72%
2022$35,707 · 0.96%
Similar plansProfessional & Technical Services · New Hampshire
Athenium, LLC NH$5.3M · 0.07%
Spectrum Monthly NH$5.2M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042802517 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.