Plan Snapshot
- Plan Sponsor: Apex Systems, LLC
- Sponsor EIN: 541773546
- Sponsor Address: 4400 COX ROAD, GLEN ALLEN, VA, 23060
- Plan Type: DC
- Total Participants: 21,810
- Total Assets: $231.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 21,810 | $231.8M | $1.1M | $34.2M |
| 2023 | 16,230 | $204.5M | $1.3M | $35.7M |
| 2022 | 19,758 | $164.7M | $803,170 | $37.0M |
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 |
|---|---|---|---|---|
| KEITER | Auditor | $30,383 | — | $30,383 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,383
- Estimated Expense Ratio: 0.013% 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 | $770,991 | $208,397 | $1,500 | $30,383 | — |
| 2023 | $731,795 | $187,522 | — | $36,137 | — |
| 2022 | $735,052 | $24,368 | — | — | — |