# Apex Logistics, LLC DC Plan
Source: https://planprovider.pro/companies/apex-logistics-llc-plan-001

> Apex Logistics, LLC's DC plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [TALLEY, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/apex-logistics-llc-plan-001)

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