# Apex Dental Laboratory Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/apex-dental-laboratory-group-inc-401k-plan

> Apex Dental Laboratory Group, LLC's 401(k) plan: 321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ROBERT W BAIRD & CO|ADVISOR|$30,202|—|$30,202|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$19,855|—|$19,855|

| BERGANKDV, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BERGANKDV, LTD.](https://planprovider.pro/provider/bergankdv-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $50,057

- **Estimated Expense Ratio:** 0.689% 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|$50,057|$30,202|—|—|—|

| 2023|$44,426|$26,614|—|—|—|

| 2022|$43,309|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/apex-dental-laboratory-group-inc-401k-plan)

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