How big is Aperio Clinical Outcomes, LLC's plan?

Aperio Clinical Outcomes, LLC's plan reported $4.6M in assets and 62 participants for 2024.

Original filing (PDF)20251003082315NAL0000694899001

Aperio Clinical Outcomes, LLC

Name: Aperio Clinical Outcomes, LLC — Aperio Clinical, Form 5500 (2024)
Creator: Aperio Clinical Outcomes, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aperio Clinical Outcomes 401(k) Plan

401(k) retirement plan · Aperio Clinical Outcomes, LLC's Aperio Clinical Outcomes 401(k) Plan held $4.6M in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

LORI Marques signed Aperio Clinical Outcomes, LLC's 2024 Form 5500 as plan administrator.

LORI Marques — 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

Aperio Clinical Outcomes, LLC's EIN is 46-3509585.

EIN 46-3509585

Plan number 001

Plan year 2024

ACK ID 20251003082315NAL0000694899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aperio Clinical Outcomes, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aperio Clinical Outcomes, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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