Plan Snapshot
- Plan Sponsor: Aplix, INC.
- Sponsor EIN: 132967101
- Sponsor Address: PO BOX 7505, CHARLOTTE, NC, 282417505
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $27.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 326 | $27.1M | $420,206 | $1.4M |
| 2023 | 287 | $23.0M | $400,647 | $1.3M |
| 2022 | 223 | $18.7M | $377,596 | $1.3M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $87,113 | — | $87,113 | — | — |
| 2023 | $63,396 | — | $63,396 | — | — |
| 2022 | $71,087 | — | $68,887 | — | — |