Plan Snapshot
- Plan Sponsor: Apex Clean Energy, INC.
- Sponsor EIN: 264536778
- Sponsor Address: 120 GARRETT STREET, CHARLOTTESVILLE, VA, 22902
- Plan Type: 401(k)
- Total Participants: 431
- Total Assets: $49.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 431 | $49.0M | $2.9M | $5.6M |
| 2023 | 408 | $38.0M | $2.8M | $5.3M |
| 2022 | 416 | $26.7M | $2.1M | $4.4M |
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 |
|---|---|---|---|---|
| HANTZMON WIEBEL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HANTZMON WIEBEL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $12,327 | $9,370 | — | — | — |
| 2023 | $10,093 | $7,055 | — | — | — |
| 2022 | $5,120 | $3,426 | — | — | — |