# Apex Heritage Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/apex-heritage-group-llc-401k-plan

> Apex Heritage Group, LLC's 401(k) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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