Plan Snapshot
- Plan Sponsor: Apex Logistics International
- Sponsor EIN: 050563112
- Sponsor Address: 18554 S. SUSANA ROAD, RANCHO DOMINGUEZ, CA, 90221
- Plan Type: 401(k)
- Total Participants: 634
- Total Assets: $22.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 634 | $22.1M | $1.1M | $2.7M |
| 2023 | 538 | $16.3M | $1.1M | $2.7M |
| 2022 | 566 | $11.3M | $764,639 | $2.3M |
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 |
|---|---|---|---|---|
| SATTY LEVINE AND CIACCO CPA | 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 | $69,402 | — | $69,402 | — | — |
| 2023 | $50,182 | — | $50,182 | — | — |
| 2022 | $27,919 | — | $27,919 | — | — |