# Apogee Sfs Us, LLC. DB Plan
Source: https://planprovider.pro/companies/tubelite-inc-plan

> Apogee Sfs Us, LLC.'s DB plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Apogee Sfs Us, LLC.

- **Sponsor EIN:** 383133728

- **Sponsor Address:** 3056 WALKER RIDGE DR N.W., WALKER, MI, 495449133

- **Plan Type:** DB

- **Total Participants:** 6

- **Total Assets:** $3.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|6|$3.6M|$70,000|$0|

| 2023|6|$3.9M|$0|$0|

| 2022|6|$4.1M|$85,000|$0|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$44,608|—|$44,608|

| INSTITUTIONAL INVESTMENT|INVESTMENT ADVISORY|$12,278|$3,685|$15,963|

| PRINCIPAL GLOBAL INVESTORS, LLC|INVESTMENT ADVISORY|$5,000|—|$5,000|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,571

- **Estimated Expense Ratio:** 1.816% 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|$61,886|$17,278|$44,608|—|—|

| 2023|$50,372|$5,000|$45,372|—|—|

| 2022|$49,670|$6,312|$43,358|—|—|

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