Plan Snapshot
- Plan Sponsor: Apotheco Pharmacy LLC
- Sponsor EIN: 833575923
- Sponsor Address: 788 MORRIS TURNPIKE FL 3, SHORT HILLS, NJ, 07078
- Plan Type: 401(k)
- Total Participants: 422
- 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 | 422 | $5.2M | $0 | $1.3M |
| 2023 | 374 | $3.9M | $0 | $1.2M |
| 2022 | 317 | $2.2M | $0 | $603,676 |
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 |
|---|---|---|---|---|
| CROWE 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 | $35,277 | $746 | $33,481 | — | — |
| 2023 | $11,527 | $142 | $11,285 | — | — |
| 2022 | $953 | — | — | — | — |