Plan Snapshot
- Plan Sponsor: Aprio Holdings LLC
- Sponsor EIN: 582487348
- Sponsor Address: 2002 SUMMIT BLVD. SUITE 120, ATLANTA, GA, 30319
- Plan Type: DC
- Total Participants: 1,652
- Total Assets: $218.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,652 | $218.1M | $7.7M | $17.2M |
| 2023 | 1,586 | $174.8M | $8.3M | $15.2M |
| 2022 | 1,045 | $110.5M | $4.5M | $8.2M |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
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 | $256,335 | $86,374 | $169,961 | — | — |
| 2023 | $169,302 | — | $158,046 | — | — |
| 2022 | $124,186 | — | — | — | $124,186 |