How big is Aptus Capital Advisors' plan?

Aptus Capital Advisors' plan reported $3.7M in assets and 34 participants for 2024.

Original filing (PDF)20250707112539NAL0008868898002

Aptus Capital Advisors

Name: Aptus Capital Advisors — Aptus Capital Advisors Plan, Form 5500 (2024)
Creator: Aptus Capital Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aptus Capital Advisors Plan

401(k) retirement plan · Aptus Capital Advisors' Aptus Capital Advisors Plan held $3.7M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

John Goldsberry signed Aptus Capital Advisors' 2024 Form 5500 as plan administrator.

John Goldsberry — 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

Aptus Capital Advisors' EIN is 46-2433783.

EIN 46-2433783

Plan number 001

Plan year 2024

ACK ID 20250707112539NAL0008868898002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aptus Capital Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aptus Capital Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APTUS CAPITAL ADVISORS.

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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