Plan Snapshot
- Plan Sponsor: Apmi, INC. Dba Hr Strategies
- Sponsor EIN: 582268123
- Sponsor Address: 415 HORIZON DRIVE, BLDG 200, SUITE, SUWANEE, GA, 30024
- Plan Type: 401(k)
- Total Participants: 1,110
- Total Assets: $33.8M
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. |
|---|---|---|---|---|
| 2023 | 1,110 | $33.8M | $1.3M | $3.0M |
| 2022 | 1,144 | $26.1M | $1.4M | $2.7M |
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 |
|---|---|---|---|---|
| WADLEY FINANCIAL GROUP LLC | ADVISOR | $346,252 | — | $346,252 |
| BLUESTAR AMERITAS | RECORDKEEPER | $182,918 | — | $182,918 |
| RETIREMENT PLAN ADMINISTRATORS | TPA | $145,554 | — | $145,554 |
| LEAFHOUSE FINANCIAL ADVISORS | 3(38) ADVISOR PROVIDER | $28,854 | — | $28,854 |
| CHARLES SCHWAB & CO | INVESTMENT SE RVICE PROVI | $18,094 | — | $18,094 |
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUESTAR AMERITAS — RECORDKEEPER
- CHARLES SCHWAB & CO — INVESTMENT SE RVICE PROVI
- APRIO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $721,672
- Estimated Expense Ratio: 2.135% 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 |
|---|---|---|---|---|---|
| 2023 | $360,836 | $323,812 | $37,024 | — | — |
| 2022 | $138,269 | $117,056 | $16,677 | — | $4,073 |