Plan Snapshot
- Plan Sponsor: Apco Worldwide LLC
- Sponsor EIN: 133627625
- Sponsor Address: 1299 PENNSYLVANIA AVENUE N.W, WASHINGTON, DC, 20004
- Plan Type: 401(k)
- Total Participants: 414
- Total Assets: $53.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 414 | $53.7M | $1.1M | $4.5M |
| 2023 | 431 | $43.8M | $1.0M | $4.3M |
| 2022 | 396 | $34.5M | $792,948 | $3.4M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $62,696 | $50,627 | $2,967 | — | — |
| 2023 | $126,471 | $92,290 | $28,369 | — | — |
| 2022 | $86,180 | $76,672 | $9,508 | — | — |