Plan Snapshot
- Plan Sponsor: American Portwell Technology, INC.
- Sponsor EIN: 770511706
- Sponsor Address: 44200 CHRISTY STREET, FREMONT, CA, 94538
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $31.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 132 | $31.4M | $412,045 | $2.2M |
| 2023 | 128 | $25.1M | $353,797 | $1.9M |
| 2022 | 123 | $21.1M | $287,008 | $1.5M |
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 |
|---|---|---|---|---|
| K A L L ACCOUNTANCY CORPORATION | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- K A L L ACCOUNTANCY CORPORATION — 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 | $85,748 | — | — | — | — |
| 2023 | $71,150 | — | — | — | — |
| 2022 | $60,855 | — | — | — | $60,855 |