Plan Ledger DOL Form 5500 · updated monthly

Aptum Technologies (USA) Inc.401(k)

APTUM TECHNOLOGIES (USA) INC. 401(K) SAVINGS PLAN · · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Aptum Technologies (USA) Inc. reported $90,468 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,601 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 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is 8,106th of 11,654 in professional & technical services. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has shrunk from 77 to 55 since 2022.

Plan summary
Net assets, end of year$9,609,793
Participants with balances155
Active participants55
Employer contributions$253,069
Employee contributions$416,108
Employer contribution per active participant$4,601
Average account balance$61,999
Benefits paid to participants$1,069,665
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 155 accts · $253K emplr
2023$9.0M · 174 accts · $274K emplr
2022$8.0M · 174 accts · $245K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,468
Total administrative$90,468
The Aptum Technologies (USA) Inc. 401(k) match · 2024
Employer contribution per active participant$4,601
Median for plans this size$1,313
2024$4,601 per active participant
2023$3,256 per active participant
2022$3,185 per active participant

Aptum Technologies (USA) Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20244
INTELLICENTS INVESTMENT SOLUTIONS · Investment advisory (plan)$32,179
LBMC PC · Accounting / audit$26,650
THE FINWAY GROUP, LLC · Contract administrator$9,628

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$90,468 · 0.97%
2023$60,162 · 0.71%
2022$89,498 · 0.99%
Similar plansProfessional & Technical Services
Framestore Inc. NY$9.6M · 0.67%
Presencelearning, Inc. NY$9.6M · 0.19%
Gspann Technologies, Inc. CA$9.6M · 0.01%
Changeis, Inc. VA$9.6M · 0.70%
Maccormack Plumbing Inc MA$9.6M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861070209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.