Plan Snapshot
- Plan Sponsor: A P Ventures, LLC
- Sponsor EIN: 260702519
- Sponsor Address: 9520 BERGER ROAD, SUITE 107, COLUMBIA, MD, 21046
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 101 | $4.2M | $332,855 | $566,837 |
| 2023 | 111 | $3.4M | $311,315 | $438,690 |
| 2022 | 120 | $2.3M | $238,436 | $368,624 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN AND COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $5,230 | — | $5,230 | — | — |
| 2023 | $4,095 | — | — | — | — |
| 2022 | — | — | — | — | — |