Plan Snapshot
- Plan Sponsor: Apothecary Products, LLC.
- Sponsor EIN: 464805538
- Sponsor Address: 11750 12TH AVENUE SOUTH, BURNSVILLE, MN, 55337
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $17.0M
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 | 167 | $17.0M | $359,165 | $972,152 |
| 2023 | 152 | $14.5M | $321,693 | $935,943 |
| 2022 | 173 | $11.7M | $340,486 | $842,225 |
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 |
|---|---|---|---|---|
| BAKERTILLYUS,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKERTILLYUS,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 | $64,207 | $32,884 | — | — | — |
| 2023 | $54,370 | $27,408 | — | — | — |
| 2022 | $55,602 | — | — | — | — |