How big is Aperio Group Inc.'s plan?

Aperio Group Inc.'s plan reported $125K in assets and 5 participants for 2024.

Original filing (PDF)20250717141127NAL0000415265001

Aperio Group Inc.

Name: Aperio Group Inc. — Aperio Group Inc. 401(k) Plan, Form 5500 (2024)
Creator: Aperio Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aperio Group Inc. 401(k) Plan

401(k) retirement plan · Aperio Group Inc.'s Aperio Group Inc. 401(k) Plan held $125K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

People on this filing

Marcus Bowie signed Aperio Group Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Group Inc.'s EIN is 65-1078177.

EIN 65-1078177

Plan number 001

Plan year 2024

ACK ID 20250717141127NAL0000415265001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aperio Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 (85th percentile).

Plan sponsor

Name

APERIO GROUP INC.

EIN

all filings

Address

2665 S. BAYSHORE DRIVE, SUITE 306 · MIAMI, FL · 33133

Phone

(305) 517-3324

Industry

Professional & Technical Services

Plan administrator