Plan Ledger DOL Form 5500 · updated monthly

Aprio Holdings LLC401(k)

APRIO EMPLOYEES RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Aprio Holdings LLC reported $256,335 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,649 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 rose from 0.11% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 160th-largest of 2,160 plans among Georgia employers on file, and the 743rd of 11,654 in professional & technical services. In 2024, employees put in $2.24 for every $1.00 the employer contributed; active participation has grown from 1,045 to 1,652 since 2022.

Plan summary
Net assets, end of year$217,440,976
Participants with balances1,958
Active participants1,652
Employer contributions$7,680,212
Employee contributions$17,191,437
Employer contribution per active participant$4,649
Average account balance$111,053
Benefits paid to participants$18,860,166
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$217.4M · 1,958 accts · $7.7M emplr
2023$174.8M · 1,888 accts · $8.3M emplr
2022$110.5M · 1,282 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$169,961
Investment management$86,374
Total administrative$256,335
The Aprio Holdings LLC 401(k) match · 2024
Employer contribution per active participant$4,649
Median for plans this size$3,635
2024$4,649 per active participant
2023$5,235 per active participant
2022$4,281 per active participant

Aprio Holdings LLC's 2024 employer contribution ran above the $3,635 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 · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$86,374

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$256,335 · 0.13%
2023$169,302 · 0.12%
2022$124,186 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Georgia
Landis&Gyr Technology, Inc. GA$231.9M · 0.03%
Enercon Services Inc GA$212.9M · 0.10%
Finthrive GA$183.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582487348 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.