Plan Snapshot
- Plan Sponsor: A & P Technology, INC.
- Sponsor EIN: 611274219
- Sponsor Address: 4595 EAST TECH DRIVE, CINCINNATI, OH, 45245
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 154 | $14.8M | $108,532 | $491,891 |
| 2023 | 153 | $13.1M | $123,624 | $540,646 |
| 2022 | 162 | $11.6M | $139,429 | $531,249 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PENSION CORPORATION OF AMERICA | RECORDKEEPER | $6,022 | $20,064 | $26,086 |
| PCA INVESTMENT ADVISORY SERVICES | ADVISOR | $13,157 | — | $13,157 |
| FLAGEL HUBER FLAGEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCA INVESTMENT ADVISORY SERVICES — ADVISOR
- FLAGEL HUBER FLAGEL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,243
- Estimated Expense Ratio: 0.266% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $19,179 | $13,157 | — | — | — |
| 2023 | $16,737 | $8,934 | — | — | — |
| 2022 | $12,701 | $5,737 | $6,964 | — | — |