Plan Ledger DOL Form 5500 · updated monthly

Apptegy, Inc.401(k)

APPTEGY, INC. 401(K) PLAN · LITTLE ROCK, AR · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Apptegy, Inc. reported $12,973 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,201 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 fell from 0.20% to 0.16%. 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 Arkansas (241st of 456), and 8,234th of 11,654 in professional & technical services. In 2024, employees put in $2.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,263,637
Participants with balances355
Active participants278
Employer contributions$611,746
Employee contributions$1,393,417
Employer contribution per active participant$2,201
Average account balance$26,095
Benefits paid to participants$873,603
Plan auditUnmodified (clean) audit opinion
AuditorFROST PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 355 accts · $612K emplr
2023$7.1M · 343 accts · $582K emplr
2022$4.0M · 264 accts · $384K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$825
Investment management$12,148
Total administrative$12,973
The Apptegy, Inc. 401(k) match · 2024
Employer contribution per active participant$2,201
Median for plans this size$1,313
2024$2,201 per active participant
2023$1,843 per active participant
2022$1,466 per active participant

Apptegy, Inc.'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
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$12,973

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$12,973 · 0.16%
2023$10,838 · 0.20%
2022$6,824 · 0.20%
Same employer
Similar plansProfessional & Technical Services · Arkansas
Benchmark Group, Inc. AR$12.5M · 0.50%
Edafio Technologies, LLC AR$10.5M · 0.55%
The Markham Group LLC AR$7.0M · 0.46%
Datapath, Inc. AR$6.1M · 0.03%
Movista, Inc. AR$5.0M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821382684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.