Plan Snapshot
- Plan Sponsor: Apple Rubber Products, INC.
- Sponsor EIN: 161002922
- Sponsor Address: 310 ERIE STREET, LANCASTER, NY, 14086
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $46.8M
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 | 141 | $46.8M | $545,375 | $865,894 |
| 2023 | 138 | $40.5M | $510,368 | $846,446 |
| 2022 | 138 | $36.0M | $501,354 | $791,024 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | Other Service Provider | $104,455 | $277 | $104,732 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,732
- Estimated Expense Ratio: 0.224% 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 | $104,455 | $3,882 | $100,123 | — | — |
| 2023 | $91,874 | — | — | — | — |
| 2022 | $89,927 | — | — | — | — |