Plan Ledger DOL Form 5500 · updated monthly

Apptio, Inc.401(k)

APPTIO RETIREMENT PLAN · BELLEVUE, WA · plan year 2023

Reported admin expense ratio · 2023
0.24%

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

Apptio, Inc. reported $169,621 in plan administrative expenses for 2023: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,080 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 1 year on file its reported administrative ratio fell from 0.25% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 222nd-largest of 1,714 plans among Washington employers on file, and the 1,817th of 11,654 in professional & technical services. In 2023, employees put in $3.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$80,378,106
Participants with balances902
Active participants633
Employer contributions$1,949,453
Employee contributions$7,586,853
Employer contribution per active participant$3,080
Average account balance$89,111
Benefits paid to participants$5,571,026
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$80.4M · 902 accts · $1.9M emplr
2022$61.3M · 939 accts · $2.4M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$108,786
Investment management$60,835
Total administrative$169,621
The Apptio, Inc. 401(k) match · 2023
Employer contribution per active participant$3,080
Median for plans this size$3,659
2023$3,080 per active participant
2022$3,539 per active participant

Apptio, Inc.'s 2023 employer contribution ran below the $3,659 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$108,786
SCS · Investment advisory (plan)$59,917

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

Administrative cost history3
2024Not separately reported
2023$169,621 · 0.24%
2022$163,357 · 0.25%
Same employer
Similar plansProfessional & Technical Services · Washington
Terrapower, LLC WA$96.7M · 0.00%
William H. Gates III WA$92.2M · 0.08%
Geoengineers, Inc. WA$89.2M · 0.07%
Keller Rohrback LLP WA$86.5M · 0.12%
Delve Holdings, Inc. WA$79.4M · 0.11%
Clark Nuber P.S. WA$76.3M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261175252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.