Plan Snapshot
- Plan Sponsor: Apex Tool Group, LLC
- Sponsor EIN: 271996059
- Sponsor Address: 910 RIDGEBROOK ROAD, SPARKS, MD, 21152
- Plan Type: DC
- Total Participants: 117
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 117 | $5.9M | $123,317 | $228,717 |
| 2023 | 102 | $6.5M | $126,308 | $191,295 |
| 2022 | 136 | $6.3M | $127,378 | $163,760 |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL 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 | $15,229 | $3,477 | — | — | — |
| 2023 | $15,042 | $3,093 | $1,200 | — | — |
| 2022 | $13,686 | $2,457 | — | — | — |