Plan Snapshot
- Plan Sponsor: Albuquerque Publishing Company
- Sponsor EIN: 850377498
- Sponsor Address: 312 WALNUT STREET, SUITE 2800, CINCINNATI, OH, 452024024
- Plan Type: DB
- Total Participants: 22
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 22 | $17.0M | $153,370 | $0 |
| 2023 | 28 | $18.7M | $0 | $0 |
| 2022 | 33 | $19.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER, LLP | Auditor | $8,500 | — | $8,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,500
- Estimated Expense Ratio: 0.050% 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 | $485,435 | — | — | $8,500 | — |
| 2023 | $485,898 | — | — | $21,072 | — |
| 2022 | $469,494 | $6,893 | $5,085 | — | $104,226 |