Plan Snapshot
- Plan Sponsor: Amerigas Propane, INC.
- Sponsor EIN: 232786294
- Sponsor Address: 500 NORTH GULPH ROAD, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 7,697
- Total Assets: $530.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 7,697 | $530.0M | $0 | $0 |
| 2024 | 4,541 | $481.9M | $11.0M | $20.5M |
| 2023 | 5,004 | $458.9M | $10.8M | $21.5M |
| 2022 | 4,917 | $412.4M | $11.0M | $20.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $332,912 | — | $332,912 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $110,237 | — | $110,237 |
| MERCER | Other Service Provider | $53,339 | — | $53,339 |
| MCCARTER & ENGLISH, LLP | ERISA Attorney | $16,416 | — | $16,416 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $512,904
- Estimated Expense Ratio: 0.097% 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 |
|---|---|---|---|---|---|
| 2025 | $66,710,310 | $110,237 | $900 | — | — |
| 2024 | $487,050 | — | — | — | — |
| 2023 | $442,621 | — | — | — | — |
| 2022 | $511,372 | — | — | — | — |