Plan Snapshot
- Plan Sponsor: Ap Therapy LLC
- Sponsor EIN: 883978140
- Sponsor Address: 980 SLYVAN, ENGLEWOOD CLIFFS, NJ, 07632
- Plan Type: 401(k)
- Total Participants: 1,727
- Total Assets: $6.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,727 | $6.4M | $327,966 | $1.6M |
| 2023 | 843 | $4.4M | $180,904 | $978,269 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $43,131 | — | $43,131 |
| RAYMOND JAMES | INVESTMENT ADVISOR | $24,818 | — | $24,818 |
| TRINITY PENSION CONSULTANT | CONTRACT ADMIN | $10,173 | — | $10,173 |
| MEADEN & MOORE LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,122
- Estimated Expense Ratio: 1.226% 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 | $67,406 | — | $67,406 | — | — |
| 2023 | $28,957 | — | $28,957 | — | — |