# Aptos, LLC 401(k) Plan
Source: https://planprovider.pro/companies/aptos-llc-401k-plan

> Aptos, LLC's 401(k) plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aptos, LLC

- **Sponsor EIN:** 141624962

- **Sponsor Address:** 11175 CICERO DRIVE, ALPHARETTA, GA, 30022

- **Plan Type:** 401(k)

- **Total Participants:** 215

- **Total Assets:** $59.8M

## 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|215|$59.8M|$868,480|$3.3M|

| 2023|253|$52.7M|$862,606|$3.2M|

| 2022|272|$42.9M|$837,067|$3.1M|

## 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|

| CREATIVE PLANNING|INVESTMENT ADVISOR|$62,118|—|$62,118|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$57,362|—|$57,362|

| HANCOCK ASKEW & CO., LLP|ACCOUNTANT/AUDITOR|$8,250|—|$8,250|

| BAKER TILLY US, LLP|Auditor|$8,250|—|$8,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $135,980

- **Estimated Expense Ratio:** 0.227% of plan assets

### 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|$130,337|$2,607|—|$8,250|—|

| 2023|$125,855|$909|$1,200|$16,000|—|

| 2022|$36,391|—|—|—|—|

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