Plan Snapshot
- Plan Sponsor: Apco Holdings, LLC
- Sponsor EIN: 770674830
- Sponsor Address: 6010 ATLANTIC BOULEVARD, NORCROSS, GA, 30071
- Plan Type: 401(k)
- Total Participants: 852
- Total Assets: $64.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 852 | $64.4M | $983,962 | $6.2M |
| 2023 | 467 | $43.8M | $1.5M | $3.6M |
| 2022 | 452 | $40.0M | $1.5M | $3.8M |
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 | $94,598 | — | $94,598 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $72,106 | — | $72,106 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $29,561 | — | $29,561 |
| WILLIAMS BENATOR & LIBBY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- WILLIAMS BENATOR & LIBBY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $196,265
- Estimated Expense Ratio: 0.305% 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 | $202,128 | $76,270 | — | — | — |
| 2023 | $131,538 | $79,399 | — | — | — |
| 2022 | $143,494 | $16,507 | — | — | — |