# Apc Short Duration Hy Gp, LLC 401(k) Plan
Source: https://planprovider.pro/companies/apc-short-duration-hy-gp-llc-991327318-001

> Apc Short Duration Hy Gp, LLC's 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Apc Short Duration Hy Gp, LLC

- **Sponsor EIN:** 991327318

- **Sponsor Address:** 840 NEWPORT CENTER DRIVE, SUITE 700, NEWPORT BEACH, CA, 92660

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $118.3M

## 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.|

| 2025|0|$118.3M|$0|$0|

| 2024|0|$36.0M|$0|$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|

| ARISTOTLE PACIFIC CAPITAL, LLC|Other Service Provider|$126,444|—|$126,444|

| U.S. BANCORP FUND SERVICES, LLC|Other Service Provider|$88,328|—|$88,328|

| COHNREZNICK LLP|Other Service Provider|$77,680|—|$77,680|

| U.S. BANK NATIONAL ASSOCIATION|Other Service Provider|$7,579|—|$7,579|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $300,031

- **Estimated Expense Ratio:** 0.254% 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|$514,707|$337,814|$85,414|—|—|

| 2024|$106,871|$31,352|$18,920|—|—|

## Similar Plans

- [9 Dot Education Solutions Group Insurance Arrangement](https://planprovider.pro/companies/9-dot-education-solutions-group-insurance-arrangement-846638194-501) — 1,193 participants

- [Open Health Trust](https://planprovider.pro/companies/open-health-trust-476663415-501) — 932 participants

- [Community Partners](https://planprovider.pro/companies/community-partners-403b-plan) — 843 participants

- [Fox Rent A Car, INC.](https://planprovider.pro/companies/fox-rent-a-car-inc-401k-plan) — 729 participants

- [Killer Bbees INC 401 K Plan](https://planprovider.pro/companies/killer-bbees-inc-401-k-plan-plan) — 2 participants

- [Cutterboy,INC.](https://planprovider.pro/companies/cutterboy-inc-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/apc-short-duration-hy-gp-llc-991327318-001)

© 2026 PlanProvider.Pro