Plan Snapshot
- Plan Sponsor: Asian Pacific Health Care Venture, INC.
- Sponsor EIN: 954177752
- Sponsor Address: 4216 FOUNTAIN AVE, LOS ANGELES, CA, 90029
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 362
- Total Assets: $22.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 362 | $22.2M | $0 | $0 |
| 2024 | 240 | $18.0M | $319,442 | $931,433 |
| 2023 | 199 | $14.4M | $273,081 | $834,720 |
| 2022 | 192 | $11.2M | $247,725 | $755,478 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,131 | — | $5,131 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,131
- Estimated Expense Ratio: 0.023% 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 |
|---|---|---|---|---|---|
| 2025 | $420,302 | $5,131 | — | — | — |
| 2024 | $7,663 | $2,738 | — | — | — |
| 2023 | $5,508 | $1,983 | — | — | — |
| 2022 | $17,023 | $1,667 | — | — | — |