Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Apogee Enterprises
Apogee Enterprises 401(k)
- APOG Nasdaq
- Manufacturing
- Minneapolis, MN
- EIN 41-0919654
- 1 plan with Schedule H financials
- Plan year 2024
- Apogee Enterprises, Inc.
Administrative expenses excluding investment management, per participant · Apogee Enterprises, Inc. 401(k) Retirement Plan · plan year 2024
$123.78
Higher than 85% of the 2,324 plans $250M to 1B that report it.
Source
= $579,402 / 4,681
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250811143711NAL0006670355001, received 2025-08-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250811143711NAL0006670355001, received 2025-08-11
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-11.
Cost and contributions
Administrative expenses per participant
$123.78
Higher than 72% of the 2,405 plans $250M to 1B that report it.
Source
= $579,402 / 4,681
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250811143711NAL0006670355001, received 2025-08-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250811143711NAL0006670355001, received 2025-08-11
Administrative expenses as a share of assets
0.117%
Higher than 73% of the 2,407 plans $250M to 1B that report it.
Source
= $579,402 / $497,142,648
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250811143711NAL0006670355001, received 2025-08-11
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250811143711NAL0006670355001, received 2025-08-11
Employer contributions per participant
$1,878
Higher than 24% of the 2,457 plans $250M to 1B that report it.
Source
= $8,792,455 / 4,681
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250811143711NAL0006670355001, received 2025-08-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250811143711NAL0006670355001, received 2025-08-11
Employer share of total contributions
23.7%
Higher than 26% of the 2,459 plans $250M to 1B that report it.
Source
= $8,792,455 / $37,092,533
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250811143711NAL0006670355001, received 2025-08-11
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250811143711NAL0006670355001, received 2025-08-11
Plan terms, as stated in Apogee Enterprises, Inc.'s SEC filings
Employer match
“The Company matches 100% of the first two percent contributed and 50% of the next four percent contributed on eligible compensation that non-union employees contribute.”
Form 10-K filed 2026-04-24, for the year ended 2026-02-28 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2026-02-28. Figures cover plan year 2024. The plan document governs.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250811143711NAL0006670355001, received 2025-08-11
Full record, Apogee Enterprises, Inc. 401(k) Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | APOGEE ENTERPRISES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Plan name | APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Sponsor EIN / plan number | 41-0919654 / 005 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Sponsor location | MINNEAPOLIS, MN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Industry (business code) | 327210, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Filing received | 2025-08-11 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Participants, beginning of year | 5,289 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Active participants | 3,614 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Participants, end of year | 4,802 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Participants with an account balance | 4,681 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Total assets, beginning of year | $461,622,193 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Total assets, end of year | $497,142,648 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Net assets, end of year | $497,142,648 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Total income | $94,362,458 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Net income | $35,504,949 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Employer contributions | $8,792,455 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Participant contributions | $19,292,054 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Other contributions (incl. rollovers) | $9,008,024 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Total contributions | $37,092,533 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Benefit payments | $58,278,107 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Total expenses (incl. benefit payments) | $58,857,509 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Total administrative expenses | $579,402 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Contract administrator fees | $579,402 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Administrative expenses excluding investment management | $579,402 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Held in common/collective trusts | $406,330,764 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Held in mutual funds | $70,610,098 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250811143711NAL0006670355001, received 2025-08-11 |
| Independent auditor | DELOITTE & TOUCHE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250811143711NAL0006670355001, received 2025-08-11 |
Position = column in the DOL layout for form year 2024. Filing 20250811143711NAL0006670355001, received 2025-08-11.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $448,841 | yes |
| PRUDENTIAL INSURANCE COMANY | INVESTMENT MANAGEMENT | 28 Investment management; 49 Other services; 51 Investment management fees paid directly by plan; 99 Other fees | $68,547 | no |
| PRUDENTIAL TRUST CO | INVESTMENT MANAGEMENT | 28 Investment management; 49 Other services; 51 Investment management fees paid directly by plan; 99 Other fees | $61,692 | no |
| MORNINGSTAR INVESTMENT MANAGEMENT L | INV ADV, PARTICIPANTS | 26 Investment advisory (participants); 70 Consulting fees | $0 | yes |
| DELOITTE & TOUCHE LLP | ACCOUNTANT | 10 Accounting (including auditing); 99 Other fees | $0 | yes |
| INSTITUTIONAL INVESTMENT | INVESTMENT ADVISORY | 27 Investment advisory (plan); 99 Other fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250811143711NAL0006670355001, received 2025-08-11.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $461,622,193 | $497,142,648 | 7.7% |
| Participants with a balance | 4,955 | 4,681 | -5.5% |
| Administrative expenses | $679,543 | $579,402 | -14.7% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $9,563,282 | $8,792,455 | -8.1% |
Prior filing 20240709135314NAL0027551826001, received 2024-07-09; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: APOGEE ENTERPRISES, INC.; SEC registrant: APOGEE ENTERPRISES, INC. (CIK 6845, matched by EIN; display name from the Form 10-K cover).