How big is Aptus Financial's plan?

Aptus Financial's plan reported $1.5M in assets and 12 participants for 2025.

Original filing (PDF)20260422221927NAL0004057793073

Aptus Financial

Name: Aptus Financial — Aptus Financial 401(k) Plan, Form 5500 (2025)
Creator: Aptus Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aptus Financial 401(k) Plan

401(k) retirement plan · Aptus Financial's Aptus Financial 401(k) Plan held $1.5M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Elantha Barry signed Aptus Financial's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Financial's EIN is 85-4043378.

EIN 85-4043378

Plan number 001

Plan year 2025

ACK ID 20260422221927NAL0004057793073

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Aptus Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Aptus Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 FINANCIAL.

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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