# Apg Asset Management 401(k) Plan
Source: https://planprovider.pro/companies/apg-asset-management-401k-plan

> Apg Asset Management&#39;s 401(k) plan: 188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Apg Asset Management

- **Sponsor EIN:** 061285941

- **Sponsor Address:** 666 3RD AVENUE, NEW YORK, NY, 10017

- **Plan Type:** 401(k)

- **Total Participants:** 188

- **Total Assets:** $150.4M

## 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|188|$150.4M|$4.3M|$5.5M|

| 2023|184|$124.5M|$4.0M|$5.0M|

| 2022|181|$101.9M|$3.4M|$4.7M|

## 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|

| CBIZ CPAS|Auditor|—|—|$0|

## 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|-$20,551|$25,497|$1,200|—|—|

| 2023|-$7,588|$27,030|—|—|—|

| 2022|-$1,281|$42,068|—|—|—|

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