Original filing (PDF)20250717141127NAL0000415265001

APERIO GROUP INC.

Name: APERIO GROUP INC. — APERIO GROUP INC. 401(K) PLAN, Form 5500 (2024)
Creator: APERIO GROUP INC.

Form 5500-SF

FILING_RECEIVED

APERIO GROUP INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

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).

Decision-maker contacts

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

Plan sponsor

Name

APERIO GROUP INC.

EIN

65-1078177all filings

Address

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

Phone

(305) 517-3324

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