Plan Snapshot
- Plan Sponsor: Apex Dental Laboratory Group, LLC
- Sponsor EIN: 474296081
- Sponsor Address: 6900 SANGER AVE, WACO, TX, 76710
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $7.3M
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 | 321 | $7.3M | $157,368 | $754,255 |
| 2023 | 329 | $7.5M | $141,197 | $780,347 |
| 2022 | 334 | $5.8M | $109,398 | $686,273 |
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 |
|---|---|---|---|---|
| BERGANKDV, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERGANKDV, LTD. — 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 | $50,057 | $30,202 | — | — | — |
| 2023 | $44,426 | $26,614 | — | — | — |
| 2022 | $43,309 | — | — | — | — |