Plan Snapshot
- Plan Sponsor: Apx Operating Company, LLC
- Sponsor EIN: 850850598
- Sponsor Address: 3100 AIRPORT RD., BOCA RATON, FL, 33431
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $2.2M
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 | 129 | $2.2M | $143,400 | $242,674 |
| 2023 | 131 | $1.8M | $114,133 | $212,971 |
| 2022 | 127 | $1.4M | $48,331 | $163,624 |
| 2020 | 149 | $1.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | $21,500 | — | $21,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,500
- Estimated Expense Ratio: 0.975% 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 | $46,292 | $4,704 | — | $21,500 | — |
| 2023 | $39,070 | $623 | — | $23,000 | — |
| 2022 | $10,751 | — | — | — | — |
| 2020 | $9,869 | — | — | — | — |