Plan Snapshot
- Plan Sponsor: Apex Oil Company, INC.
- Sponsor EIN: 431530508
- Sponsor Address: 8235 FORSYTH BLVD, ST. LOUIS, MO, 63105
- Plan Type: 401(k)
- Total Participants: 486
- Total Assets: $55.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 486 | $55.1M | $1.3M | $2.7M |
| 2023 | 481 | $51.4M | $1.1M | $2.4M |
| 2022 | 481 | $48.5M | $1.1M | $2.4M |
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 |
|---|---|---|---|---|
| RUBINBROWN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN, 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 | $93,115 | $24,381 | — | — | — |
| 2023 | $93,545 | $31,930 | $300 | — | — |
| 2022 | $101,057 | $6,516 | — | — | — |