# Action Property Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/action-property-management-inc-330053937-001

> Action Property Management, INC.'s 401(k) plan: 851 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Action Property Management, INC.

- **Sponsor EIN:** 330053937

- **Sponsor Address:** 320 COMMERCE, IRVINE, CA, 92602

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 851

- **Total Assets:** $19.3M

## 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|851|$19.3M|$196,701|$2.1M|

| 2023|825|$16.0M|$198,897|$1.9M|

| 2022|819|$13.8M|$202,502|$1.8M|

## 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|

| STANCORP FINANCIAL GROUP|Recordkeeper|$60,415|—|$60,415|

| USI ADVISORS, INC.|Other Service Provider|$28,838|—|$28,838|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $89,253

- **Estimated Expense Ratio:** 0.463% 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|$43,800|$28,838|$14,962|—|—|

| 2023|$44,613|$27,360|$17,253|—|—|

| 2022|$43,040|—|$43,040|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/action-property-management-inc-330053937-001)

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