Aptura Group 401(k) match, vesting and fees
What Aptura Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ameritas Life Insurance Corp | Schedule C ↗ |
| Independent auditor | Katz, Sapper and Miller, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Aptura Group: employer contribution per participant | $972 | |
| Peer median | $1,988 |
| Aptura Group: average balance | $56,703 | |
| Peer median | $75,431 |
| Aptura Group: admin expenses ÷ assets | 0.53% | |
| Peer median | 0.31% |
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 $8.5M at the end of plan year 2022 to $12.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 354 | $12.8M | $220K | $972 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 300 | $10.4M | $208K | $1,028 | 0.55% | Not published | Form 5500 ↗ |
| 2022 | 301 | $8.5M | $189K | $937 | 1.05% | Not published | Form 5500 ↗ |
Other Aptura Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Aptura Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Katz, Sapper and Miller, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Aptura Group match 401(k) contributions?
The match terms for the Aptura Group Inc., 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $220K in employer contributions, about $972 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aptura Group 401(k) match vested?
The vesting schedule for the Aptura Group Inc., 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aptura Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ameritas Life Insurance Corp. The plan administrator is Aptura Group, Inc..
I left Aptura Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aptura Group, Inc., (314) 218-3911) or the recordkeeper, Ameritas Life Insurance Corp. The Aptura Group old 401(k) page lists the contacts from every plan filing. Find an old Aptura Group 401(k)
Data from the public Form 5500 annual reports Aptura Group 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 Aptura Group. Not financial advice. Report a correction · Methodology