Plan Snapshot
- Plan Sponsor: American Public Power Association
- Sponsor EIN: 530026315
- Sponsor Address: 2451 CRYSTAL DRIVE, ARLINGTON, VA, 222024804
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $28.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 68 | $28.2M | $1.2M | $832,571 |
| 2023 | 125 | $24.8M | $1.1M | $817,605 |
| 2022 | 119 | $20.4M | $959,824 | $775,397 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | NONE | $28,641 | — | $28,641 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $20,625 | — | $20,625 |
| PLATFORM CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLATFORM CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,266
- Estimated Expense Ratio: 0.175% 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 | $49,266 | $20,625 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |