Plan Ledger DOL Form 5500 · updated monthly

Apt Holdings LLC401(k)

APT 401(K) PLAN · GLEN BURNIE, MD · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Apt Holdings LLC reported $74,698 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $507 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 0.66%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maryland (889th of 1,671), and the 5,098th of 11,911 in health care & social assistance. In 2024, employees put in $4.71 for every $1.00 the employer contributed; active participation has grown from 571 to 632 since 2022.

Plan summary
Net assets, end of year$12,193,855
Participants with balances332
Active participants632
Employer contributions$320,418
Employee contributions$1,508,828
Employer contribution per active participant$507
Average account balance$36,728
Benefits paid to participants$1,652,456
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 332 accts · $320K emplr
2023$10.4M · 314 accts · $332K emplr
2022$7.6M · 284 accts · $307K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,698
Total administrative$74,698
The Apt Holdings LLC 401(k) match · 2024
Employer contribution per active participant$507
Median for plans this size$2,416
2024$507 per active participant
2023$561 per active participant
2022$537 per active participant

Apt Holdings LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
ADP, INC. · Loan processing · Recordkeeping$22,177
401K ADVISORS INC · Recordkeeping · Trustee$14,336

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

Recordkeeper by year2
2024401K ADVISORS INC, ADP
2023Vanguard

This plan has changed recordkeepers within these filings. If you left Apt Holdings LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$74,698 · 0.66%
2023$60,033 · 0.67%
2022$48,738 · 0.64%
Similar plansHealth Care & Social Assistance · Maryland
Family & Nursing Care, Inc. MD$13.7M · 0.80%
Kaboom! Inc. MD$11.9M · 0.44%
Laser Assets, Inc. MD$11.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843252042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.