Plan Snapshot
- Plan Sponsor: Apollo Management Holdings, LP
- Sponsor EIN: 208351069
- Sponsor Address: 100 WEST PUTNAM AVENUEFLOORS 1ST, 3, GREENWICH, CT, 06830
- Plan Type: 401(k)
- Total Participants: 1,966
- Total Assets: $396.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,966 | $396.2M | $7.4M | $35.0M |
| 2023 | 1,874 | $312.9M | $6.7M | $31.2M |
| 2022 | 1,699 | $226.9M | $5.8M | $25.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $220,591 | — | $1,800 | — | — |
| 2023 | $97,498 | — | — | — | — |
| 2022 | $131,381 | — | — | — | — |