Apo & Associates INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Apo & Associates INC.
  • Sponsor EIN: 862861788
  • Sponsor Address: 47 GATEHOUSE ROAD, BEDMINSTER, NJ, 07921
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $43,070

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$43,070$0$0
20232$119,195$0$0
20222$105,245$0$0

Similar Plans