# Apogee Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/apogee-solutions-inc-401k-plan

> Apogee Solutions, INC.'s 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Apogee Solutions, INC.

- **Sponsor EIN:** 542074565

- **Sponsor Address:** 501 INDEPENDENCE PARKWAY, SUITE 108, CHESAPEAKE, VA, 23320

- **Plan Type:** 401(k)

- **Total Participants:** 136

- **Total Assets:** $5.2M

## 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|136|$5.2M|$362,528|$399,554|

| 2023|117|$3.5M|$316,971|$280,352|

| 2022|126|$2.5M|$304,626|$266,630|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$19,285|—|$19,285|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$15,315|—|$15,315|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$6,042|—|$6,042|

| CORBIN & COMPANY|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $40,642

- **Estimated Expense Ratio:** 0.787% 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|$38,507|$38,507|—|—|—|

| 2023|$24,253|$24,253|—|—|—|

| 2022|$19,936|$19,936|—|—|—|

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