Plan Snapshot
- Plan Sponsor: Apl Logistics Americas, Ltd
- Sponsor EIN: 943017941
- Sponsor Address: 14350 N 87TH STREET, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 2,669
- Total Assets: $174.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,669 | $174.7M | $6.5M | $7.2M |
| 2023 | 2,411 | $156.2M | $5.8M | $7.0M |
| 2022 | 2,250 | $134.2M | $5.3M | $6.7M |
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 |
|---|---|---|---|---|
| REDW LLC | Auditor | $30,700 | — | $30,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDW LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,700
- Estimated Expense Ratio: 0.018% 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 | $410,310 | — | $600 | $30,700 | — |
| 2023 | $273,153 | — | — | $28,500 | — |
| 2022 | $308,077 | — | — | — | — |