Plan Snapshot
- Plan Sponsor: Amerapex Corporation
- Sponsor EIN: 470873598
- Sponsor Address: 2950 NORTH LOOP W STE 1100, HOUSTON, TX, 77092
- Plan Type: 401(k)
- Total Participants: 375
- Total Assets: $5.2M
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 | 375 | $5.2M | $142,715 | $874,040 |
| 2023 | 270 | $4.7M | $159,476 | $811,447 |
| 2022 | 268 | $4.2M | $232,361 | $1.1M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $11,626 | — | $11,626 |
| RESOURCES INVESTMENT ADVISORS, INC. | CONSULTANT | $11,511 | — | $11,511 |
| CALVETTI FERGUSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- RESOURCES INVESTMENT ADVISORS, INC. — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,137
- Estimated Expense Ratio: 0.441% 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 | $23,138 | $11,543 | — | — | — |
| 2023 | $20,427 | $10,619 | — | — | — |
| 2022 | $20,091 | — | — | — | — |