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Original filing (PDF)20251013123305NAL0002885986001
APERTURE, LLC
Form 5500
FILING_RECEIVED
APERTURE RETIREMENT PLAN
401(k) retirement plan
Active participants
265
Accounts w/ balance
249
Plan assets (EOY)
$31.8M
Net assets (EOY)
$31.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APERTURE, LLC.
Plan sponsor
Name
APERTURE, LLC
EIN
84-3119536
Address
2000 E LAMAR BLVD, SUITE 550 · ARLINGTON, TX · 76006
Phone
(817) 916-0434
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
29 direct securities· $31.6M(100% of reported assets)
Uncategorized
$31.6M
28 holdings
Mutual Funds
$20K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 | — | — | — | $7.2M | 22.5% | |
| Fidelity Freedom Index 2035 | — | — | — | $4.5M | 14.0% | |
| Fidelity 500 Index | — | — | — | $3.8M | 11.8% | |
| Fidelity Freedom Index 2050 | — | — | — | $2.3M | 7.2% | |
| Fidelity Freedom Index 2040 | — | — | — | $2.2M | 6.9% | |
| Fidelity Freedom Index 2055 | — | — | — | $1.6M | 4.9% | |
| Fidelity Freedom Index 2045 | — | — | — | $1.5M | 4.7% | |
| Fidelity Freedom Index 2060 | — | — | — | $1.2M | 3.8% | |
| Fidelity Freedom Index 2065 | — | — | — | $1.2M | 3.8% | |
| Fidelity Global ex US Index | — | — | — | $1.0M | 3.3% | |
| Fidelity US Bond Index | — | — | — | $979K | 3.1% | |
| Similar Party Par, or Maturity Value Cost** Current Value Cash Non-interest Bearing 231 Money Market Fund Interest Bearing | — | — | — | $924K | 2.9% | |
| Fidelity Large Cap Growth Index | — | — | — | $765K | 2.4% | |
| Fidelity Real Estate Index | — | — | — | $475K | 1.5% | |
| Fidelity Large Cap Value Index | — | — | — | $373K | 1.2% | |
| Fidelity Emerging Markets Index | — | — | — | $358K | 1.1% | |
| Fidelity Mid Cap Index | — | — | — | $212K | 0.7% | |
| Fidelity Freedom Index 2020 | — | — | — | $202K | 0.6% | |
| Fidelity Small Cap Index | — | — | — | $199K | 0.6% | |
| Fidelity Freedom Index Income Investor | — | — | — | $157K | 0.5% | |
| Fidelity Mid Cap Value Index | — | — | — | $129K | 0.4% | |
| Fidelity Freedom Index 2025 | — | — | — | $127K | 0.4% | |
| Fidelity Small Cap Value Index | — | — | — | $107K | 0.3% | |
| Fidelity Mid Cap Growth Index | — | — | — | $95K | 0.3% | |
| Fidelity Inflation-Protected Bond Index | — | — | — | $94K | 0.3% | |
| Fidelity Small Cap Growth Index | — | — | — | $23K | <0.1% | |
| s * Fidelity Unit | Mutual Funds | — | — | $20K | <0.1% | |
| Fidelity Freedom Index 2015 | — | — | — | $9K | <0.1% | |
| Fidelity Fund | — | — | — | $3K | <0.1% |
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