Aptive Environmental 401(K) Plan — Form 5500 plan (Aptive Environmental, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aptive Environmental 401(K) Plan is a benefit plan reported by Aptive Environmental, LLC under EIN 47-5551416 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,338 participants and $9,357,445 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.4MPlan net assets, end of year$9,357,445
Participants2.3KCovered participants reported2,338
Assets / participant$4KComputed: assets ÷ participants$4,002 (computed)
Provider compensation$44.1K4 Schedule C provider row(s)$44,109
Plan sponsor
Aptive Environmental, LLC
EIN
47-5551416
Plan number
001
Plan type
2
Location
Provo, UT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,338H, C20250227113403NAL0002188705001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities$0
Money in vs. money out
Total income / additions$5.8M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$1.5M
Participant$2.7M
Full reported line items

Net assets

Total assets (EOY)
$9,357,445
Total liabilities (EOY)
$0
Net assets (EOY)
$9,357,445
Net assets (BOY)
$4,686,059

Income & contributions

Employer contributions
$1,546,998
Participant contributions
$2,661,272
Total contributions
$4,421,067
Total income / additions
$5,750,712

Expenses & distributions

Benefits paid
$1,035,217
Administrative expenses
$44,109
Total expenses
$1,079,326
Net increase / (decrease)
$4,671,386
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Onedigital Investment Advisors LLCINVESTMENT ADVISOR$18,050not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$13,941$02023
Empower Annuity Insurance Company ORECORDKEEPER$11,876$02023
Resources Investment Advisors, LLCINVESTMENT MGMT$242not reported in the loaded dataset2023

Related Form 5500 pages