Plan Snapshot
- Plan Sponsor: Apolis
- Sponsor EIN: 330799296
- Sponsor Address: 703 CAMPUS SQUARE WEST, EL SEGUNDO, CA, 90245
- Plan Type: 401(k)
- Total Participants: 376
- Total Assets: $15.7M
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. |
|---|---|---|---|---|
| 2024 | 376 | $15.7M | $0 | $1.5M |
| 2023 | 297 | $13.2M | $0 | $1.5M |
| 2022 | 356 | $11.3M | $0 | $1.7M |
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 |
|---|---|---|---|---|
| JOSEPH CHEN & ZHU LLP | Auditor | — | — | $0 |
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 | $65,577 | $20,602 | — | — | — |
| 2023 | $63,519 | $17,765 | — | — | — |
| 2022 | $69,946 | — | — | — | — |