How big is Aperion Management Group, LLC's plan?

Aperion Management Group, LLC's plan reported $488K in assets and 28 participants for 2024.

Original filing (PDF)20250620140241NAL0002370643001

Aperion Management Group, LLC

Name: Aperion Management Group, LLC — Aperion Management, Form 5500 (2024)
Creator: Aperion Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aperion Management 401(k)

401(k) retirement plan · Aperion Management Group, LLC's Aperion Management 401(k) held $488K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$488K

Net assets (EOY)

$488K

People on this filing

William Anderson signed Aperion Management Group, LLC's 2024 Form 5500 as plan administrator.

William Anderson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Aperion Management Group, LLC's EIN is 26-3633127.

EIN 26-3633127

Plan number 001

Plan year 2024

ACK ID 20250620140241NAL0002370643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aperion Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aperion Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APERION MANAGEMENT GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

APERION MANAGEMENT GROUP, LLC

EIN

all filings

Address

PO BOX 6659 · BEND, OR · 97708

Phone

(541) 389-3172

Industry

Real Estate

Plan administrator