# Apoyo Financiero, INC. 401(k) Plan
Source: https://planprovider.pro/companies/apoyo-financiero-inc-plan-001

> Apoyo Financiero, INC.'s 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Apoyo Financiero, INC.

- **Sponsor EIN:** 205579499

- **Sponsor Address:** ONE CONCORD CENTER, CONCORD, CA, 94520

- **Plan Type:** 401(k)

- **Total Participants:** 122

- **Total Assets:** $970,470

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|122|$970,470|$3,937|$82,892|

| 2023|127|$820,383|$0|$97,840|

| 2022|164|$660,161|$0|$128,271|

## 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|

| JOHN HANCOCK|RECORDKEEPER|$15,051|—|$15,051|

| COMYNS, SMITH, MCLEARY & DEAVER,LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,051

- **Estimated Expense Ratio:** 1.551% of plan assets

### 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|$21,417|$4,491|$15,051|—|—|

| 2023|$20,671|$3,676|$14,870|—|—|

| 2022|$19,747|$3,212|$14,835|—|$1,700|

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