Plan Snapshot
- Plan Sponsor: Apmex LLC
- Sponsor EIN: 731604020
- Sponsor Address: 226 DEAN A. MCGEE AVENUE, OKLAHOMA CITY, OK, 73102
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $22.3M
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 | 301 | $22.3M | $785,084 | $1.4M |
| 2023 | 295 | $18.4M | $792,495 | $1.5M |
| 2022 | 280 | $14.6M | $941,965 | $1.0M |
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 |
|---|---|---|---|---|
| ALLEN, GIBBS, HOULIK, L.C. | RECORDKEEPER | $16,881 | — | $16,881 |
| BT&CO., P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BT&CO., P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,881
- Estimated Expense Ratio: 0.076% 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 | $16,957 | — | — | — | — |
| 2023 | $21,190 | $1,423 | — | — | — |
| 2022 | $11,139 | $1,675 | — | — | $9,464 |