Plan Snapshot
- Plan Sponsor: Apex Heritage Group, LLC
- Sponsor EIN: 461669012
- Sponsor Address: 7403 WRIGHT ROAD, HOUSTON, TX, 77041
- Plan Type: 401(k)
- Total Participants: 229
- Total Assets: $5.3M
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 | 229 | $5.3M | $133,323 | $640,223 |
| 2023 | 253 | $9.2M | $244,888 | $1.1M |
| 2022 | 344 | $11.5M | $346,222 | $1.6M |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $24,739 | — | $24,739 | — | — |
| 2023 | $34,754 | — | $34,754 | — | — |
| 2022 | $27,258 | — | $27,258 | — | — |