# Apex Services Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/apex-services-partners-llc-401k-plan

> Apex Services Partners LLC&#39;s 401(k) plan: 9,228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Apex Services Partners LLC

- **Sponsor EIN:** 842081770

- **Sponsor Address:** 201 E KENNEDY BLVD, #1600, TAMPA, FL, 33602

- **Plan Type:** 401(k)

- **Total Participants:** 9,228

- **Total Assets:** $123.7M

## 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|9,228|$123.7M|$11.7M|$26.0M|

| 2023|6,921|$80.6M|$10.3M|$18.2M|

| 2022|5,185|$43.3M|$6.0M|$10.9M|

## 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|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## 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|$498,513|$9,778|—|—|—|

| 2023|$163,918|$4,040|—|—|—|

| 2022|$65,001|—|—|—|—|

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