# Association For Supply Chain Management INC. 401(k) Plan
Source: https://planprovider.pro/companies/apics-inc-401k-plan

> Association For Supply Chain Management INC.'s 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Association For Supply Chain Management INC.

- **Sponsor EIN:** 366066976

- **Sponsor Address:** 1 EAST ERIE STREET SUITE 525-4021, CHICAGO, IL, 60611

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

- **Total Participants:** 98

- **Total Assets:** $17.3M

## 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|98|$17.3M|$585,531|$980,863|

| 2023|110|$16.9M|$552,445|$937,306|

| 2022|100|$13.6M|$548,014|$876,390|

## 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|

| CAMBRIDGE INV RSRCH ADVSRS|NONE|$36,468|—|$36,468|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$866|$16,659|$17,525|

| PLANTE & MORAN LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,993

- **Estimated Expense Ratio:** 0.312% 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|$37,184|$36,468|$716|—|—|

| 2023|$31,881|—|$31,881|—|—|

| 2022|$26,431|$25,781|$650|—|—|

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