# Apartment Employees' Pension Trust DB Plan
Source: https://planprovider.pro/companies/apartment-employees-pension-trust-plan

> Apartment Employees' Pension Trust's DB plan: 522 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Apartment Employees' Pension Trust

- **Sponsor EIN:** 946069859

- **Sponsor Address:** 1055 PARK VIEW DRIVE , SUITE 111, COVINA, CA, 91724

- **Plan Type:** DB

- **Total Participants:** 522

- **Total Assets:** $31.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|522|$31.5M|$2.1M|$0|

| 2023|554|$30.1M|$2.2M|$0|

| 2022|555|$28.9M|$1.8M|$0|

## 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|

| PACIFIC SOUTHWEST ADMINISTRATORS|NONE|$93,315|—|$93,315|

| RAEL & LETSON|NONE|$92,960|—|$92,960|

| INTERCONTINENTAL (U.S. REAL ESTATE)|NONE|$61,728|—|$61,728|

| INVESTMENT PERFORMANCE SERVICES|NONE|$50,000|—|$50,000|

| WITHUMSMITH+BROWN, PC|NONE|$49,159|—|$49,159|

| RBC GLOBAL ASSET MANAGEMENT|NONE|$47,410|—|$47,410|

| WEINBERG ROGER & ROSENFIELD|NONE|$45,392|—|$45,392|

| US BANK|NONE|$28,575|—|$28,575|

| AMERICAN REALTY ADVISORS|NONE|$23,902|—|$23,902|

| BOYD WATTERSON ASSET MANAGEMENT LLC|NONE|$20,751|—|$20,751|

| NATIONAL COMPLIANCE SERVICES|NONE|$10,723|—|$10,723|

| AMALGAMATED BANK OF CHICAGO|NONE|$9,278|—|$9,278|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [RBC GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [US BANK](https://planprovider.pro/provider/john-hancock) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $533,193

- **Estimated Expense Ratio:** 1.691% 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|$618,253|$249,723|$83,640|$49,159|—|

| 2023|$569,462|$182,745|$96,164|$34,551|—|

| 2022|$583,623|$192,593|$85,620|—|$205,939|

## Similar Plans

- [National Community Renaissance](https://planprovider.pro/companies/national-community-renaissance-401k-plan) — 557 participants

- [Frankel Family Trust D/B/A Management Support](https://planprovider.pro/companies/frankel-family-trust-d-b-a-management-support-401k-plan) — 483 participants

- [Nals Apartment Homes, LLC](https://planprovider.pro/companies/nals-apartment-homes-llc-401k-plan) — 474 participants

- [Tenderloin Neighborhood Development Corporation](https://planprovider.pro/companies/tenderloin-neighborhood-development-corporation-403b-plan) — 458 participants

- [Mynd Management, INC.](https://planprovider.pro/companies/mynd-management-inc-401k-plan) — 443 participants

- [Pe Management Group, INC.](https://planprovider.pro/companies/pe-management-group-inc-401k-plan) — 658 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/apartment-employees-pension-trust-plan)

© 2026 PlanProvider.Pro