Plan Ledger DOL Form 5500 · updated monthly

Apttus Corporation401(k)

APTTUS CORPORATION 401(K) PLAN · BROOMFIELD, CO · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Apttus Corporation reported $63,636 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,840 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 fell from 0.11% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 129th-largest of 1,461 plans among Colorado employers on file, and the 312th of 2,199 in information & media. In 2024, employees put in $4.18 for every $1.00 the employer contributed; active participation has shrunk from 768 to 601 since 2022.

Plan summary
Net assets, end of year$100,380,372
Participants with balances1,132
Active participants601
Employer contributions$2,307,733
Employee contributions$9,638,974
Employer contribution per active participant$3,840
Average account balance$88,675
Benefits paid to participants$12,602,724
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$100.4M · 1,132 accts · $2.3M emplr
2023$86.2M · 1,210 accts · $2.6M emplr
2022$66.6M · 1,247 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,832
Investment management$32,804
Total administrative$63,636
The Apttus Corporation 401(k) match · 2024
Employer contribution per active participant$3,840
Median for plans this size$3,635
2024$3,840 per active participant
2023$3,763 per active participant
2022$3,461 per active participant

Apttus Corporation'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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$32,804
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$31,280

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$63,636 · 0.07%
2023$61,633 · 0.08%
2022$75,368 · 0.11%
Same employer
Similar plansInformation & Media · Colorado
Ping Identity Corporation CO$172.5M · 0.06%
Wideopenwest Finance, LLC CO$160.8M · 0.14%
Gogo Inc. CO$137.8M · 0.07%
Liberty Media Corporation CO$136.1M · 0.21%
Dice Inc. CO$92.6M · 0.25%
Intrado Life & Safety, Inc. CO$92.5M · 0.09%
Accuris CO$62.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205542615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.