Plan Ledger DOL Form 5500 · updated monthly

Aptean, Inc.401(k)

APTEAN 401K PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Aptean, Inc. reported $124,786 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $3,210 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 0.11%. 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 243rd-largest of 2,160 plans among Georgia employers on file, and the 1,245th of 11,654 in professional & technical services. In 2024, employees put in $3.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$123,693,374
Participants with balances1,126
Active participants757
Employer contributions$2,429,707
Employee contributions$7,997,493
Employer contribution per active participant$3,210
Average account balance$109,852
Benefits paid to participants$11,988,699
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$123.7M · 1,126 accts · $2.4M emplr
2023$108.3M · 1,074 accts · $2.3M emplr
2022$88.4M · 1,075 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$122,525
Investment management$2,261
Total administrative$124,786
The Aptean, Inc. 401(k) match · 2024
Employer contribution per active participant$3,210
Median for plans this size$3,635
2024$3,210 per active participant
2023$3,301 per active participant
2022$2,828 per active participant

Aptean, Inc.'s 2024 employer contribution ran below 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$122,525

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$124,786 · 0.11%
2023$102,840 · 0.10%
2022$95,762 · 0.10%
Same employer
Similar plansProfessional & Technical Services · Georgia
Alvaria, Inc. GA$139.6M · 0.09%
Pdi Technologies GA$135.5M · 0.15%
Unifi Aviation, LLC GA$121.0M · 0.30%
Alithya USA, Inc. GA$115.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351665080 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.