Plan Snapshot
- Plan Sponsor: Apex Piping Systems, INC.
- Sponsor EIN: 510371668
- Sponsor Address: 302 FALCO DRIVE, NEWPORT, DE, 198042401
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 60 | $15.3M | $80,221 | $351,990 |
| 2023 | 68 | $14.5M | $85,689 | $388,100 |
| 2022 | 69 | $12.4M | $83,277 | $374,710 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | Other Service Provider | $22,306 | — | $22,306 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $9,303 | — | $9,303 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,609
- Estimated Expense Ratio: 0.207% of plan assets
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 | $31,609 | $22,306 | $9,303 | — | — |
| 2023 | $21,670 | $19,417 | $2,253 | — | — |
| 2022 | $23,086 | $20,138 | $2,948 | — | — |