Plan Snapshot
- Plan Sponsor: Apollo Management Holdings, LP
- Sponsor EIN: 420175020
- Sponsor Address: 7700 MILLS CIVIC PARKWAY, WEST DES MOINES, IA, 50266
- Plan Type: 401(k)
- Total Participants: 1,848
- Total Assets: $351.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,848 | $351.5M | $12.2M | $18.7M |
| 2023 | 1,862 | $293.7M | $11.2M | $16.8M |
| 2022 | 1,633 | $238.7M | $10.3M | $14.6M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY 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 | $138,890 | — | $600 | — | — |
| 2023 | $135,161 | — | $1,200 | $4,000 | — |
| 2022 | $141,562 | — | — | — | — |