Plan Snapshot
- Plan Sponsor: Apptegy, INC.
- Sponsor EIN: 821382684
- Sponsor Address: 2201 BROOKWOOD DR, STE. 115, LITTLE ROCK, AR, 72202
- Plan Type: 401(k)
- Total Participants: 278
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 278 | $9.3M | $611,746 | $1.4M |
| 2023 | 316 | $7.1M | $582,463 | $1.3M |
| 2022 | 262 | $4.0M | $384,085 | $910,765 |
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 |
|---|---|---|---|---|
| FROST PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FROST PLLC — Auditor
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 | $12,973 | $12,148 | — | — | — |
| 2023 | $10,838 | $10,538 | — | — | — |
| 2022 | $6,824 | $6,374 | — | — | $450 |