Plan Snapshot
- Plan Sponsor: Apple Valley Waste Services, INC.
- Sponsor EIN: 273840400
- Sponsor Address: 771 JAMES BURR BLVD, KEARNEYSVILLE, WV, 254300309
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $5.9M
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 | 253 | $5.9M | $388,814 | $564,810 |
| 2023 | 297 | $5.1M | $406,144 | $589,054 |
| 2022 | 312 | $4.3M | $386,389 | $549,846 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $36,503 | — | — | — | — |
| 2023 | $23,992 | $14,090 | — | — | — |
| 2022 | $32,093 | — | — | — | $32,093 |