PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. APTOS LLC
Sponsor portfolio

APTOS LLC

EIN 14-1624962-Latest filing 2025
Plans
2
Retirement
1
$59.8M assets
Welfare
1
$4.3M premiums
Participants
622
11175 CICERO DRIVE, SUITE 650 - ALPHARETTA, GA 30022678-695-6542
Plans on this EIN
2 filings
#001401k-$59.8M - 428 part#501Mixed-$4.3M - 269 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Vision$4.1M
  • Prescription drug$4.1M
  • Other$199K
  • Life$186K
  • Short-term disability$186K
  • +1 more
Total $4.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • HARTFORD LIFE AND ACCIDENT4%
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY0%
Total $4.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
  • GALLAGHER BENEFIT SERVICES, INC.-0%
Total $149K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

APTOS 401(K) SAVINGS PLAN

401k

Assets$59.8M
Participants428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APTOS HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.3M
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APTOS 401(K) SAVINGS PLAN401k$59.8M4282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APTOS HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$4.3M2692025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica