Plan Snapshot
- Plan Sponsor: Apollo Technologies,
- Sponsor EIN: 844147978
- Sponsor Address: 317 6TH AVENUE, DES MOINES, IA, 50309
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $2.3M
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 | 138 | $2.3M | $328,715 | $486,867 |
| 2023 | 203 | $1.5M | $362,325 | $516,973 |
| 2022 | 110 | $486,769 | $174,365 | $262,059 |
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 |
|---|---|---|---|---|
| MARLON TELLO | 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 | $3,765 | — | $3,765 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |