How big is Aptus Utilities LLC's plan?

Aptus Utilities LLC's plan reported $1.2M in assets and 45 participants for 2025.

Original filing (PDF)20260504220718NAL0000366592036

Aptus Utilities LLC

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

Form 5500-SF

FILING_RECEIVED

Aptus Utilities 401(k) Plan

401(k) retirement plan · Aptus Utilities LLC's Aptus Utilities 401(k) Plan held $1.2M in plan assets for 45 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Aptus Utilities LLC's EIN is 99-2467293.

EIN 99-2467293

Plan number 001

Plan year 2025

ACK ID 20260504220718NAL0000366592036

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Aptus Utilities LLC'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 UTILITIES LLC.

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Plan health score

Above-average plan

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

Knocking points off