Plan Ledger DOL Form 5500 · updated monthly

Amerapex Corporation401(k)

AMERAPEX CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.47%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Amerapex Corporation reported $23,138 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. Employer contributions averaged $381 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,981st of 5,688), and 9,702nd of 11,654 in professional & technical services. In 2024, employees put in $6.12 for every $1.00 the employer contributed; active participation has grown from 268 to 375 since 2022.

Plan summary
Net assets, end of year$5,246,979
Participants with balances167
Active participants375
Employer contributions$142,715
Employee contributions$874,040
Employer contribution per active participant$381
Average account balance$31,419
Benefits paid to participants$1,058,069
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 167 accts · $143K emplr
2023$4.7M · 182 accts · $159K emplr
2022$4.2M · 212 accts · $232K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,595
Investment management$11,543
Total administrative$23,138
The Amerapex Corporation 401(k) match · 2024
Employer contribution per active participant$381
Median for plans this size$1,313
2024$381 per active participant
2023$591 per active participant
2022$867 per active participant

Amerapex Corporation's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$11,626
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$11,511
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, RESOURCES INVESTMENT ADVISORS, INC.

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Administrative cost history3
2024$23,138 · 0.47%
2023$20,427 · 0.46%
2022$20,091 · 0.48%
Same employer
Similar plansProfessional & Technical Services · Texas
Uhnder, Inc. TX$5.4M · 0.02%
Anotech Energy USA TX$5.4M · 0.07%
Securelink, Inc. TX$5.4M · 0.47%
Dura Software, Inc. TX$5.2M · 0.32%
Heard & Smith, LLP TX$5.2M · 0.08%
Select Plastics, LLC TX$5.2M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470873598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.