Plan Snapshot
- Plan Sponsor: Apla Health & Wellness
- Sponsor EIN: 841661910
- Sponsor Address: 611 SOUTH KINGSLEY DRIVE, LOS ANGELES, CA, 90005
- Plan Type: DC
- Total Participants: 339
- Total Assets: $23.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 339 | $23.5M | $1.1M | $1.7M |
| 2023 | 359 | $19.3M | $1.0M | $1.7M |
| 2022 | 368 | $15.8M | $969,192 | $1.4M |
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 |
|---|---|---|---|---|
| NATIONWIDE | NONE | $85,759 | — | $85,759 |
| MORGAN STANLEY SMITH BARNEY LLC | NONE | — | $60,217 | $60,217 |
| IRON FIDUCIARY | NONE | $17,181 | — | $17,181 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — NONE
- MORGAN STANLEY SMITH BARNEY LLC — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,157
- Estimated Expense Ratio: 0.695% 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 | $30,515 | — | — | — | — |
| 2023 | $151,348 | $17,863 | — | — | — |
| 2022 | $128,963 | $11,946 | $117,017 | — | — |