# Apco Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/apco-holdings-llc-401k-plan

> Apco Holdings, LLC's 401(k) plan: 852 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WILLIAMS BENATOR & LIBBY, LLP](https://planprovider.pro/provider/williams-benator-and-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|—|—|—|

## Similar Plans

- [Custard Insurance Adjusters, INC.](https://planprovider.pro/companies/custard-insurance-adjusters-inc-401k-plan) — 812 participants

- [Mclarens, LLC](https://planprovider.pro/companies/mclarens-llc-401k-plan) — 744 participants

- [Sterling Seacrest Pritchard, INC.](https://planprovider.pro/companies/sterling-seacrest-pritchard-inc-401k-plan) — 352 participants

- [National Custom Corporate Services, INC.](https://planprovider.pro/companies/national-custom-corporate-services-inc-401k-plan) — 350 participants

- [Cor Partners, INC.](https://planprovider.pro/companies/cor-partners-inc-401k-plan) — 1,422 participants

- [Aon Corporation](https://planprovider.pro/companies/aon-corporation-plan-090) — 1,477 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/apco-holdings-llc-401k-plan)

© 2026 PlanProvider.Pro