Plan Snapshot
- Plan Sponsor: Apex Dermatology And Skin Surgery Center, LLC
- Sponsor EIN: 900659834
- Sponsor Address: 2000 AUBURN DR., BEACHWOOD, OH, 44122
- Plan Type: 401(k)
- Total Participants: 299
- Total Assets: $9.8M
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 | 299 | $9.8M | $385,829 | $816,198 |
| 2023 | 163 | $7.5M | $815,950 | $696,198 |
| 2022 | 138 | $4.7M | $68,710 | $476,175 |
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 |
|---|---|---|---|---|
| COHEN AND COMPANY LTD | 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 | $64,462 | $49,870 | $330 | — | — |
| 2023 | $16,282 | $3,983 | — | — | — |
| 2022 | $16,417 | — | — | — | — |