Plan Snapshot
- Plan Sponsor: Apache Mills, INC.
- Sponsor EIN: 581109779
- Sponsor Address: 197 ROYAL DRIVE SE, CALHOUN, GA, 30701
- Plan Type: 401(k)
- Total Participants: 637
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 637 | $8.8M | $310,299 | $618,486 |
| 2023 | 552 | $7.4M | $304,621 | $551,337 |
| 2022 | 544 | $6.0M | $351,475 | $522,190 |
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 | $26,875 | — | $26,875 |
| APRIO MANAGEMENT LLC | INVESTMENT ADVISOR | $20,061 | — | $20,061 |
| APACHE MILLS INC | INVESTMENT ADVISOR | $11,000 | — | $11,000 |
| ROSS LANE & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROSS LANE & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,936
- Estimated Expense Ratio: 0.658% 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 | $61,880 | $33,005 | — | — | — |
| 2023 | $38,298 | $17,396 | — | — | — |
| 2022 | $53,834 | — | $53,834 | — | — |