Plan Snapshot
- Plan Sponsor: Apcon, INC.
- Sponsor EIN: 931166552
- Sponsor Address: 9255 SW PIONEER COURT, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 87 | $16.2M | $279,061 | $805,632 |
| 2023 | 91 | $15.1M | $289,608 | $900,742 |
| 2022 | 94 | $12.2M | $251,051 | $803,620 |
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 |
|---|---|---|---|---|
| ALDRICH CPAS AND ADVISORS LLP | Auditor | $14,849 | — | $14,849 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS AND ADVISORS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,849
- Estimated Expense Ratio: 0.092% 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 | $68,656 | — | $53,807 | $14,849 | — |
| 2023 | $62,158 | — | $47,658 | $14,500 | — |
| 2022 | $63,765 | — | — | — | $63,765 |