Plan Snapshot
- Plan Sponsor: Apex Logistics, LLC
- Sponsor EIN: 510660474
- Sponsor Address: 12531 VIOLET RD, ADELANTO, CA, 92301
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $0 | $31,897 | $697,130 |
| 2023 | 232 | $8.9M | $52,320 | $797,260 |
| 2022 | 276 | $8.7M | $43,927 | $902,063 |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | ADVISOR | — | $34,364 | $34,364 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $17,158 | — | $17,158 |
| TALLEY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- TALLEY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,522
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 | $8,068 | — | — | — | — |
| 2023 | $8,579 | — | — | — | — |
| 2022 | $7,859 | — | — | — | — |