Plan Snapshot
- Plan Sponsor: Apex Contracting And Restoration, INC.
- Sponsor EIN: 421613227
- Sponsor Address: 5183 MERCURY PT., SAN DIEGO, CA, 92111
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $1.1M
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 | 122 | $1.1M | $0 | $262,973 |
| 2023 | 122 | $875,738 | $0 | $245,418 |
| 2022 | 114 | $567,052 | $0 | $217,036 |
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 |
|---|---|---|---|---|
| OZUROVICH & ASSOCIATES | Auditor | — | — | $0 |
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 | $21,774 | $6,240 | $15,534 | — | — |
| 2023 | $7,131 | $3,321 | $3,810 | — | — |
| 2022 | $8,360 | $2,690 | $5,670 | — | — |