Plan Ledger DOL Form 5500 · updated monthly

Aptara Inc.401(k)

APTARA, INC. 401(K) PLAN · CHANTILLY, VA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Aptara Inc. reported $58,994 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $554 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 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Virginia (1,279th of 2,266), and 1,307th of 2,199 in information & media. In 2024, employees put in $10.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,156,419
Participants with balances151
Active participants151
Employer contributions$83,625
Employee contributions$911,400
Employer contribution per active participant$554
Average account balance$87,129
Benefits paid to participants$647,987
Plan auditUnmodified (clean) audit opinion
AuditorREGAN, SCHICKNER, & HARPER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 151 accts · $84K emplr
2023$11.2M · 137 accts · $71K emplr
2022$10.0M · 135 accts · $57K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,252
Investment management$35,742
Audit (IQPA)$3,000
Total administrative$58,994
The Aptara Inc. 401(k) match · 2024
Employer contribution per active participant$554
Median for plans this size$2,416
2024$554 per active participant
2023$549 per active participant
2022$396 per active participant

Aptara Inc.'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
THE CAPITAL GROUP INV ADVISORY · Investment advisory (plan)$34,780
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,252

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$58,994 · 0.48%
2023$48,748 · 0.46%
2022$53,112 · 0.49%
Same employer
Similar plansInformation & Media · Virginia
Babel Street, Inc. VA$15.8M · 0.53%
Elder Research, Inc. VA$14.7M · 0.13%
Seekr Technologies, Inc. VA$14.3M · 0.06%
Liscr, LLC VA$13.1M · 0.51%
Vpm Media Corporation VA$12.6M · 0.10%
Macedon Consulting, Inc. VA$12.1M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541596745 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.