# Apex Tool Group, LLC DC Plan
Source: https://planprovider.pro/companies/apex-tool-group-llc-plan-002

> Apex Tool Group, LLC's DC plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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