Plan Snapshot
- Plan Sponsor: Apfs LLC
- Sponsor EIN: 204714798
- Sponsor Address: 225 W RANDOLPH SUITE 1900, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 3,809
- Total Assets: $198.3M
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 | 3,809 | $198.3M | $7.9M | $21.4M |
| 2023 | 5,468 | $159.0M | $8.0M | $22.1M |
| 2022 | 6,807 | $112.7M | $6.2M | $19.8M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $320,531 | $70,142 | $215,346 | — | — |
| 2023 | $348,327 | $51,527 | $261,626 | — | — |
| 2022 | $231,466 | — | $151,125 | — | $80,341 |