Plan Snapshot
- Plan Sponsor: Apex Innovative Sciences, INC.
- Sponsor EIN: 842814631
- Sponsor Address: 12772 VALLEY VIEW STREET, SUITE 3, GARDEN GROVE, CA, 92845
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 274 | $8.7M | $0 | $0 |
| 2023 | 375 | $8.6M | $0 | $45 |
| 2022 | 381 | $8.6M | $86,386 | $1.0M |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY LLP — 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 | $55,484 | — | $55,484 | — | — |
| 2023 | $57,291 | — | $57,291 | — | — |
| 2022 | $41,111 | $41,111 | — | — | — |