Plan Snapshot
- Plan Sponsor: Apogee Medical Management, INC.
- Sponsor EIN: 431974753
- Sponsor Address: 15059 N. SCOTTSDALE RD, SCOTTSDALE, AZ, 85254
- Plan Type: 401(k)
- Total Participants: 1,141
- Total Assets: $139.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,141 | $139.5M | $593,655 | $14.0M |
| 2023 | 1,048 | $121.0M | $476,473 | $13.2M |
| 2022 | 973 | $96.1M | $344,705 | $12.0M |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — 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 | $200,892 | — | $200,892 | — | — |
| 2023 | $18,492 | — | $18,492 | — | — |
| 2022 | $17,865 | — | $17,865 | — | — |