Plan Ledger DOL Form 5500 · updated monthly

Applus Management Services, Inc.401(k)

APPLUS 401(K) PLAN · HOUSTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.44%

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

Applus Management Services, Inc. reported $176,737 in plan administrative expenses for 2023: 0.44% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,492 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 3 years on file its reported administrative ratio has held roughly steady near 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,216th-largest of 5,688 plans among Texas employers on file, and the 3,232nd of 11,654 in professional & technical services. In 2023, employees put in $2.04 for every $1.00 the employer contributed; active participation has shrunk from 549 to 483 since 2022.

Plan summary
Net assets, end of year$41,132,168
Participants with balances599
Active participants483
Employer contributions$1,203,743
Employee contributions$2,455,793
Employer contribution per active participant$2,492
Average account balance$68,668
Benefits paid to participants$7,525,900
Plan auditUnmodified (clean) audit opinion
AuditorRILEY & COMPANY PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$26.6M · 346 accts · $730K emplr
2023$41.1M · 599 accts · $1.2M emplr
2022$38.6M · 654 accts · $1.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$119,168
Investment management$57,569
Total administrative$176,737
The Applus Management Services, Inc. 401(k) match · 2023
Employer contribution per active participant$2,492
Median for plans this size$2,440
2024$3,108 per active participant
2023$2,492 per active participant
2022$2,356 per active participant

Applus Management Services, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
JOHN HANCOCK RETIREMENT PLAN SERVIC · Recordkeeping · Loan processing$119,168
GALLAGHER FIDUCIARY ADVISORS, LLC · Investment advisory (plan)$57,569

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$164,666 · 0.49%
2023$176,737 · 0.44%
2022$202,075 · 0.47%
Same employer
Similar plansProfessional & Technical Services · Texas
Melton & Melton, LLP TX$41.8M · 0.13%
Intega, Inc. TX$41.6M · 0.21%
Tpn Holdings LLC TX$41.2M · 0.37%
Dunaway Associates, L.P. TX$41.2M · 0.21%
Embark Consulting, LLC TX$40.3M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475368326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.