Plan Snapshot
- Plan Sponsor: Apg Electric, INC
- Sponsor EIN: 341412413
- Sponsor Address: 4825 140TH AVE N, CLEARWATER, FL, 337623822
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 315 | $33.2M | $1.2M | $2.5M |
| 2023 | 324 | $32.6M | $1.2M | $2.3M |
| 2022 | 338 | $27.2M | $1.1M | $2.1M |
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 |
|---|---|---|---|---|
| LVZ INC | INVESTMENT ADVISOR | $148,103 | — | $148,103 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $15,534 | — | $15,534 |
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,637
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 |
|---|---|---|---|---|---|
| 2025 | $3,049 | — | — | — | — |
| 2024 | $10,529 | — | $10,529 | — | — |
| 2023 | $34,355 | $34,355 | — | — | — |
| 2022 | $23,425 | — | $23,425 | — | — |