# Apmi, INC. Dba Hr Strategies 401(k) Plan
Source: https://planprovider.pro/companies/apmi-inc-dba-hr-strategies-401k-plan

> Apmi, INC. Dba Hr Strategies's 401(k) plan: 1,110 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/ameritas-retirement-plans) — RECORDKEEPER

- [CHARLES SCHWAB & CO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — INVESTMENT SE RVICE PROVI

- [APRIO, LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/apmi-inc-dba-hr-strategies-401k-plan)

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