Plan Snapshot
- Plan Sponsor: Apotex Corp
- Sponsor EIN: 133661214
- Sponsor Address: 2400 N. COMMERCE DRIVE, WESTON, FL, 33326
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $39.7M
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 | 189 | $39.7M | $646,028 | $1.3M |
| 2023 | 164 | $36.9M | $895,663 | $1.8M |
| 2022 | 526 | $40.3M | $1.4M | $2.9M |
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 | $65,225 | $9,001 | — | — | — |
| 2023 | $66,264 | $15,964 | — | — | — |
| 2022 | $87,415 | $14,023 | — | — | — |