Plan Snapshot
- Plan Sponsor: Apex Physics Partners, LLC
- Sponsor EIN: 834248953
- Sponsor Address: 809 GLENEAGLES COURT, SUITE 100, TOWSON, MD, 21286
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 208 | $16.0M | $831,076 | $2.1M |
| 2023 | 160 | $12.5M | $624,930 | $1.7M |
| 2022 | 168 | $8.9M | $751,839 | $1.5M |
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 |
|---|---|---|---|---|
| BD & COMPANY, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BD & COMPANY, INC. — 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 | $75,301 | $39,345 | — | — | — |
| 2023 | $72,902 | $9,618 | $60,284 | — | — |
| 2022 | $51,331 | — | — | — | — |