# Apla Health & Wellness DC Plan
Source: https://planprovider.pro/companies/apla-health-wellness-plan

> Apla Health & Wellness's DC plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — NONE

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|

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