Plan Ledger DOL Form 5500 · updated monthly

Aptos, LLC401(k)

APTOS 401(K) SAVINGS PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Aptos, LLC reported $130,337 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,039 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 0.08% to 0.23%. 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 404th-largest of 2,160 plans among Georgia employers on file, and the 2,388th of 11,654 in professional & technical services. In 2024, employees put in $3.81 for every $1.00 the employer contributed; active participation has shrunk from 272 to 215 since 2022.

Plan summary
Net assets, end of year$59,831,679
Participants with balances417
Active participants215
Employer contributions$868,480
Employee contributions$3,309,632
Employer contribution per active participant$4,039
Average account balance$143,481
Benefits paid to participants$6,315,813
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.8M · 417 accts · $868K emplr
2023$52.7M · 444 accts · $863K emplr
2022$42.9M · 465 accts · $837K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,362
Investment management$2,607
Audit (IQPA)$8,250
Total administrative$130,337
The Aptos, LLC 401(k) match · 2024
Employer contribution per active participant$4,039
Median for plans this size$3,635
2024$4,039 per active participant
2023$3,410 per active participant
2022$3,077 per active participant

Aptos, 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 · 20243
CREATIVE PLANNING · Investment advisory (plan)$62,118
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$57,362
HANCOCK ASKEW & CO., LLP · Accounting / audit$8,250

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$130,337 · 0.23%
2023$125,855 · 0.26%
2022$36,391 · 0.08%
Same employer
Similar plansProfessional & Technical Services · Georgia
Janus Research Group, LLC GA$62.1M · 0.05%
Newfields Companies, LLC GA$60.4M · 0.25%
Salesloft, Inc. GA$59.4M · 0.27%
Ebix, Inc. GA$52.8M · 0.27%
Fordharrison LLP GA$52.1M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141624962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.