# Appolo Heating, INC. 401(k) Plan
Source: https://planprovider.pro/companies/appolo-heating-inc-401k-plan

> Appolo Heating, INC.'s 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Appolo Heating, INC.

- **Sponsor EIN:** 204369056

- **Sponsor Address:** 868 BURDECK STREET, SCHENECTADY, NY, 123061293

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

- **Total Participants:** 84

- **Total Assets:** $4.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|84|$4.6M|$79,067|$246,944|

| 2023|94|$4.0M|$86,381|$230,209|

| 2022|105|$4.2M|$91,279|$239,151|

## 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|

| BONADIO & CO., LLP|Auditor|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,000

- **Estimated Expense Ratio:** 0.108% 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|$10,033|—|$5,033|$5,000|—|

| 2023|$6,326|—|$6,326|—|—|

| 2022|$14,967|$14,967|—|—|—|

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