Plan Snapshot
- Plan Sponsor: Apogee Enterprises, INC.
- Sponsor EIN: 410919654
- Sponsor Address: 4400 WEST 78TH STREET, MINNEAPOLIS, MN, 55435
- Plan Type: 401(k)
- Total Participants: 3,614
- Total Assets: $497.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 3,614 | $497.1M | $8.8M | $19.3M |
| 2023 | 3,778 | $461.6M | $9.6M | $20.3M |
| 2022 | 3,894 | $407.4M | $7.8M | $19.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $448,841 | $500 | $449,341 |
| INSTITUTIONAL INVESTMENT | Investment Advisor | — | $75,000 | $75,000 |
| PRUDENTIAL INSURANCE COMANY | Investment Advisor | $68,547 | — | $68,547 |
| PRUDENTIAL TRUST CO | Investment Advisor | $61,692 | — | $61,692 |
| DELOITTE & TOUCHE LLP | Auditor | — | $37,821 | $37,821 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE COMANY — Investment Advisor
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $692,401
- Estimated Expense Ratio: 0.139% 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 | $579,402 | — | $579,402 | — | — |
| 2023 | $679,543 | $86,486 | $517,838 | $1,504 | — |
| 2022 | $698,404 | $103,925 | $509,364 | — | $709 |