Aprio Holdings 401(k) match, vesting and fees
What Aprio Holdings' 401(k) plan says about matching contributions
The Company, at its discretion, may make a profit sharing contribution to the Plan in an amount equal to a percentage of each participant's compensation, while an eligible participant for the non-elective contribution.
Quoted directly from the filing. Plan terms may have changed; check your current Summary Plan Description.
Plan features
Indented passages are quoted word for word from the audit report; plan terms may have changed since, so check your current Summary Plan Description.
| Employer match | Quoted from the filing above | Audit report, p. 37 ↗ |
| Automatic enrollment | The Plan includes an autoenrollment provision whereby all newly eligible employees are automatically enrolled in the Plan unless they affirmatively elect not to contribute to the Plan. Automatically enrolled participants have their deferral rate set at 7% of eligible compensation and their contributions invested in a designated balanced fund until changed by the participant. | Audit report, p. 37 ↗ |
| Loans | Participants may borrow from their accounts, a minimum of $1,000 up to a maximum equal to the lesser of $50,000 or 50% of their account balance. | Audit report, p. 38 ↗ |
| Recordkeeper | Empower Annuity Ins Co of America | Schedule C ↗ |
| Independent auditor | Rehmann Robson LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
All rows are from the plan year 2024 filing; plan features from its audit report.
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Aprio Holdings: employer contribution per participant | $3,922 | |
| Peer median | $2,556 |
| Aprio Holdings: average balance | $111,053 | |
| Peer median | $100,166 |
| Aprio Holdings: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $111M at the end of plan year 2021 to $217M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,035 | $217M | $7.7M | $3,922 | 0.13% | Quoted in the audit report, p. 37 ↗ | Form 5500 ↗ |
| 2023 | 1,961 | $175M | $8.3M | $4,397 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 1,347 | $110M | $4.5M | $3,490 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 960 | $111M | $3.2M | $3,437 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Aprio Holdings match 401(k) contributions?
The audit report attached to the Aprio Employees Retirement Plan's plan year 2024 Form 5500, page 37 says: “The Company, at its discretion, may make a profit sharing contribution to the Plan in an amount equal to a percentage of each participant's compensation, while an eligible participant for the non-elective contribution.” Plan terms may have changed; check your current Summary Plan Description.
When is the Aprio Holdings 401(k) match vested?
The vesting schedule for the Aprio Employees Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aprio Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins Co of America. The plan administrator is Aprio Holdings LLC.
I left Aprio Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aprio Holdings LLC, (404) 892-9651) or the recordkeeper, Empower Annuity Ins Co of America. The Aprio Holdings old 401(k) page lists the contacts from every plan filing. Find an old Aprio Holdings 401(k)
Data from the public Form 5500 annual reports Aprio Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Aprio Holdings. Not financial advice. Report a correction · Methodology