Plan Snapshot
- Plan Sponsor: Pioneer Apco LLC
- Sponsor EIN: 814423588
- Sponsor Address: 1100 REVOLUTION MILL ROAD, GREENBORO, NC, 27405
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $132
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 | 0 | $132 | $567,697 | $1.1M |
| 2023 | 336 | $5.1M | $815,970 | $1.7M |
| 2022 | 268 | $2.3M | $429,223 | $970,943 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $34,971 | — | $34,971 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $15,215 | — | $15,215 |
| GALLAGHER FIDUCIARY ADVISORS LLC | Investment Advisor | $9,144 | — | $9,144 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- GALLAGHER FIDUCIARY ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,330
- Estimated Expense Ratio: 44946.970% 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 | $60,628 | $45,413 | — | — | — |
| 2023 | $73,999 | — | $73,999 | — | — |
| 2022 | $22,296 | — | $22,296 | — | — |