Plan Snapshot
- Plan Sponsor: Advanced Personal Care
- Sponsor EIN: 452439976
- Sponsor Address: 100 RYAN COURT, PITTSBURGH, PA, 15205
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $4.6M
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 | 159 | $4.6M | $228,999 | $440,782 |
| 2023 | 161 | $3.9M | $215,378 | $404,169 |
| 2022 | 172 | $2.8M | $181,558 | $387,651 |
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 |
|---|---|---|---|---|
| GROSSMAN YANAK & FORD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN YANAK & FORD LLP — Auditor
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 | $37,149 | $878 | $36,271 | — | — |
| 2023 | $28,752 | $677 | $28,075 | — | — |
| 2022 | $20,971 | $505 | $19,631 | — | — |