Plan Snapshot
- Plan Sponsor: Apache Corporation
- Sponsor EIN: 410747868
- Sponsor Address: 2000 W SAM HOUSTON PKWY S, HOUSTON, TX, 77042
- Plan Type: 401(k)
- Total Participants: 1,563
- Total Assets: $715.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,563 | $715.3M | $18.6M | $24.2M |
| 2023 | 1,470 | $640.7M | $17.3M | $22.1M |
| 2022 | 1,431 | $550.1M | $15.6M | $19.7M |
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. | ADVISOR | $241,469 | — | $241,469 |
| UBS | INVESTMENT ADVISOR | $91,732 | — | $91,732 |
| WEAVER & TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- UBS — INVESTMENT ADVISOR
- WEAVER & TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $333,201
- Estimated Expense Ratio: 0.047% 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 | $193,922 | $241,469 | $1,200 | — | — |
| 2023 | $213,525 | $318,602 | $2,400 | — | — |
| 2022 | $225,905 | $252,005 | — | — | — |