Plan Snapshot
- Plan Sponsor: Apache Corporation
- Sponsor EIN: 410747868
- Sponsor Address: 2000 W SAM HOUSTON PKWY S, HOUSTON, TX, 77042
- Plan Type: DC
- Total Participants: 1,583
- Total Assets: $271.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,583 | $271.3M | $14.6M | $0 |
| 2023 | 1,492 | $244.8M | $13.5M | $0 |
| 2022 | 1,452 | $211.0M | $12.1M | $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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $78,657 | — | $78,657 |
| UBS FINANCIAL SERVICES | INVESTMENT ADVISOR | $30,577 | — | $30,577 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $19,360 | — | $19,360 |
| 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 FINANCIAL SERVICES — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WEAVER & TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,594
- 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 | $123,342 | $78,657 | $900 | — | — |
| 2023 | $134,611 | $77,309 | $300 | — | — |
| 2022 | $132,093 | $66,360 | — | — | — |