Plan Snapshot
- Plan Sponsor: Apt Foundation INC.
- Sponsor EIN: 237061218
- Sponsor Address: 1 LONG WHARF DRIVE, NEW HAVEN, CT, 065115991
- Plan Type: 403(b)
- Total Participants: 302
- Total Assets: $19.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 302 | $19.6M | $567,497 | $987,905 |
| 2023 | 323 | $18.2M | $551,197 | $942,485 |
| 2022 | 308 | $16.6M | $532,643 | $914,646 |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $32,910 | — | — | — | — |
| 2023 | $7,017 | — | — | — | — |
| 2022 | $955 | — | $955 | — | — |