Plan Snapshot
- Plan Sponsor: Apollo Managing General Agency, LLC
- Sponsor EIN: 464323992
- Sponsor Address: 433 BELLE GROVE, RICHARDSON, TX, 75083
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $3.4M
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 | 165 | $3.4M | $286,583 | $546,850 |
| 2023 | 141 | $2.3M | $191,982 | $419,134 |
| 2022 | 54 | $1.3M | $143,929 | $339,474 |
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 |
|---|---|---|---|---|
| JLK ROSENBERGER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JLK ROSENBERGER, LLP — 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 | $4,124 | $552 | $3,572 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |